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 | $436,761 | $110,410+295.6% | $102,437+326.4% | $145,897+199.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.59% | 24.85%-8.3pp | 24.95%-8.4pp | 552.29%-535.7pp |
| Employer contribution / active EE | $7,612 | $4,217+80.5% | $3,871+96.7% | $4,663+63.3% |
| Participant deferral / active EE | $5,708 | $5,622+1.5% | $5,060+12.8% | $6,689-14.7% |
| Admin fee / account holder | $145,577 | $9,745+1393.9% | $8,388+1635.5% | $13,390+987.2% |