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 | $452,809 | $110,337+310.4% | $102,383+342.3% | $145,877+210.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 13.17% | 24.83%-11.7pp | 24.94%-11.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $13,999 | $4,216+232.0% | $3,870+261.7% | $4,663+200.2% |
| Participant deferral / active EE | $6,456 | $5,621+14.9% | $5,060+27.6% | $6,691-3.5% |
| Admin fee / account holder | $6,462 | $9,750-33.7% | $8,391-23.0% | $13,402-51.8% |