Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,175 | $106,247+237.1% | $96,515+271.1% | $139,466+156.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 15.42% | 38.47%-23.0pp | 35.73%-20.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,524 | $5,456-35.4% | $4,880-27.8% | $6,712-47.5% |
| Admin fee / account holder | $89,072 | $7,885+1029.6% | $6,735+1222.4% | $11,409+680.7% |