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 | $411,600 | $167,533+145.7% | $151,645+171.4% | $134,545+205.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.18% | 7.81%-18.0pp | 3.34%-13.5pp | 418.37%-428.6pp |
| Employer contribution / active EE | $14,533 | $6,828+112.8% | $6,165+135.7% | $4,742+206.5% |
| Participant deferral / active EE | $10,179 | $8,985+13.3% | $8,363+21.7% | $6,401+59.0% |
| Admin fee / account holder | $2,864 | $13,781-79.2% | $11,614-75.3% | $11,431-74.9% |