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 | $295,269 | $110,083+168.2% | $151,645+94.7% | $68,490+331.1% |
| Participation rate | 95.6% | 84.0%+11.6pp | 87.5%+8.1pp | 67.9%+27.7pp |
| Annual return | -17.12% | -10.12%-7.0pp | 3.34%-20.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $17,148 | $4,470+283.6% | $6,165+178.1% | $2,597+560.4% |
| Participant deferral / active EE | $16,694 | $6,526+155.8% | $8,363+99.6% | $4,028+314.5% |
| Admin fee / account holder | $3,998 | $7,718-48.2% | $11,614-65.6% | $5,403-26.0% |