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 | $337,607 | $127,387+165.0% | $115,038+193.5% | $125,389+169.2% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -1.63% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $11,392 | $5,166+120.5% | $4,608+147.2% | $4,866+134.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,599 | $9,516+63.9% | $8,175+90.8% | $9,541+63.5% |