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 | $675,508 | $156,616+331.3% | $133,346+406.6% | $198,609+240.1% |
| Participation rate | 95.5% | 77.7%+17.7pp | 72.8%+22.6pp | 82.4%+13.1pp |
| Annual return | 10.83% | 44.25%-33.4pp | 36.85%-26.0pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,792 | $4,920+17.7% | $4,332+33.7% | $6,977-17.0% |
| Admin fee / account holder | $46,499 | $17,468+166.2% | $14,264+226.0% | $19,030+144.3% |