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 | $281,377 | $71,873+291.5% | $86,698+224.5% | $68,490+310.8% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | 25.61% | 3.54%+22.1pp | 35.96%-10.4pp | -7.85%+33.5pp |
| Employer contribution / active EE | $15,966 | $2,173+634.6% | $2,837+462.8% | $2,597+514.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,931 | $6,110+78.9% | $7,492+45.9% | $5,403+102.3% |