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 | $434,426 | $81,504+433.0% | $102,437+324.1% | $80,959+436.6% |
| Participation rate | 83.9% | 66.9%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 14.15% | 25.60%-11.4pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $6,010 | $3,104+93.6% | $3,871+55.3% | $2,757+118.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30,143 | $6,719+348.6% | $8,388+259.4% | $6,925+335.3% |