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 | $312,322 | $124,314+151.2% | $109,163+186.1% | $167,518+86.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.22% | 26.04%-14.8pp | 25.75%-14.5pp | 478.71%-467.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,667 | $5,256+64.9% | $4,654+86.2% | $6,342+36.7% |
| Admin fee / account holder | $8,423 | $7,973+5.6% | $6,754+24.7% | $12,312-31.6% |