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 | $656,645 | $112,729+482.5% | $98,716+565.2% | $137,256+378.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.38% | 38.48%-16.1pp | 31.81%-9.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,678 | $4,640+259.4% | $4,048+312.0% | $6,407+160.3% |
| Admin fee / account holder | $10,663 | $10,129+5.3% | $8,703+22.5% | $12,270-13.1% |