Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $443,855 | $161,352+175.1% | $134,172+230.8% | $137,256+223.4% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 12.20% | 28.72%-16.5pp | 25.30%-13.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,694 | $4,099+63.3% | $3,420+95.7% | $4,156+61.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $456 | $15,028-97.0% | $12,016-96.2% | $12,270-96.3% |