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 | $328,019 | $56,063+485.1% | $76,051+331.3% | $80,911+305.4% |
| Participation rate | 72.4% | 62.0%+10.4pp | 69.1%+3.3pp | 67.6%+4.8pp |
| Annual return | 14.62% | 20.54%-5.9pp | 360.42%-345.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,036 | $3,052+196.0% | $4,257+112.2% | $4,297+110.3% |
| Admin fee / account holder | $58,115 | $5,240+1009.1% | $6,416+805.7% | $6,935+738.0% |