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 | $323,916 | $228,317+41.9% | $185,808+74.3% | $158,931+103.8% |
| Participation rate | 77.3% | 82.3%-5.0pp | 78.0%-0.8pp | 82.0%-4.7pp |
| Annual return | 12.50% | 40.81%-28.3pp | 35.95%-23.5pp | 302.86%-290.4pp |
| Employer contribution / active EE | $0 | $4,964-100.0% | $4,086-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,250 | $6,415+91.0% | $5,632+117.5% | $5,982+104.8% |
| Admin fee / account holder | $54,610 | $11,865+360.3% | $9,501+474.8% | $11,247+385.6% |