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 | $451,448 | $185,141+143.8% | $153,416+194.3% | $155,188+190.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.02% | 18.72%-6.7pp | 17.84%-5.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $24,031 | $5,477+338.8% | $4,723+408.8% | $6,531+268.0% |
| Admin fee / account holder | $42,420 | $16,005+165.0% | $13,095+223.9% | $14,480+193.0% |