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 | $1,465,141 | $167,353+775.5% | $143,797+918.9% | $134,545+989.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -7.03% | 0.48%-7.5pp | -0.04%-7.0pp | 418.37%-425.4pp |
| Employer contribution / active EE | $9,022 | $5,620+60.5% | $4,952+82.2% | $4,742+90.3% |
| Participant deferral / active EE | $9,013 | $6,447+39.8% | $5,638+59.9% | $6,401+40.8% |
| Admin fee / account holder | $63,744 | $18,096+252.3% | $14,679+334.2% | $11,431+457.7% |