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 | $496,326 | $167,353+196.6% | $143,797+245.2% | $134,545+268.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.62% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $17,378 | $5,620+209.2% | $4,952+250.9% | $4,742+266.5% |
| Participant deferral / active EE | $11,551 | $6,447+79.2% | $5,638+104.9% | $6,401+80.4% |
| Admin fee / account holder | $3,033 | $18,096-83.2% | $14,679-79.3% | $11,431-73.5% |