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 | $305,179 | $95,193+220.6% | $76,523+298.8% | $135,382+125.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -7.65% | 4.85%-12.5pp | -0.27%-7.4pp | 519.77%-527.4pp |
| Employer contribution / active EE | $5,000 | $3,302+51.4% | $2,647+88.9% | $4,779+4.6% |
| Participant deferral / active EE | $9,830 | $4,639+111.9% | $3,835+156.3% | $5,609+75.2% |
| Admin fee / account holder | $8,726 | $6,249+39.6% | $4,848+80.0% | $10,829-19.4% |