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 | $355,452 | $167,353+112.4% | $143,797+147.2% | $134,545+164.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.73% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,731 | $5,620-51.4% | $4,952-44.8% | $4,742-42.4% |
| Participant deferral / active EE | $6,580 | $6,447+2.1% | $5,638+16.7% | $6,401+2.8% |
| Admin fee / account holder | $18,468 | $18,096+2.1% | $14,679+25.8% | $11,431+61.6% |