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 | $261,988 | $127,273+105.8% | $109,895+138.4% | $167,518+56.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 13.21% | 22.97%-9.8pp | 29.46%-16.3pp | 478.71%-465.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,175 | $4,515-29.7% | $4,049-21.6% | $6,342-49.9% |
| Admin fee / account holder | $525 | $7,117-92.6% | $6,067-91.4% | $12,312-95.7% |