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 | $284,315 | $110,083+158.3% | $151,645+87.5% | $68,490+315.1% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -13.90% | -10.12%-3.8pp | 3.34%-17.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $11,896 | $4,470+166.1% | $6,165+93.0% | $2,597+358.1% |
| Participant deferral / active EE | $12,974 | $6,526+98.8% | $8,363+55.1% | $4,028+222.1% |
| Admin fee / account holder | $564 | $7,718-92.7% | $11,614-95.1% | $5,403-89.6% |