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 | $437,923 | $76,551+472.1% | $123,894+253.5% | $62,881+596.4% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 11.96% | 18.68%-6.7pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,637 | $4,840-4.2% | $5,984-22.5% | $3,203+44.8% |
| Admin fee / account holder | $15,059 | $4,826+212.1% | $8,357+80.2% | $4,296+250.6% |