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 | $280,438 | $81,331+244.8% | $155,534+80.3% | $80,935+246.5% |
| Participation rate | 95.3% | 66.3%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 12.90% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,254 | $3,454+225.8% | $5,630+99.9% | $4,299+161.8% |
| Admin fee / account holder | $10,403 | $7,999+30.1% | $15,900-34.6% | $6,924+50.2% |