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 | $251,692 | $167,353+50.4% | $143,797+75.0% | $134,545+87.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.70% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $7,804 | $5,620+38.8% | $4,952+57.6% | $4,742+64.6% |
| Participant deferral / active EE | $3,508 | $6,447-45.6% | $5,638-37.8% | $6,401-45.2% |
| Admin fee / account holder | $3,046 | $18,096-83.2% | $14,679-79.3% | $11,431-73.4% |