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 | $312,603 | $167,362+86.8% | $143,799+117.4% | $134,532+132.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.08% | 0.47%-16.6pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,315 | $5,620-76.6% | $4,952-73.4% | $4,741-72.3% |
| Participant deferral / active EE | $3,840 | $6,447-40.4% | $5,638-31.9% | $6,401-40.0% |
| Admin fee / account holder | $5,442 | $18,094-69.9% | $14,677-62.9% | $11,429-52.4% |