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 | $453,603 | $94,529+379.9% | $140,019+224.0% | $64,181+606.8% |
| Participation rate | 76.4% | 84.1%-7.7pp | 87.5%-11.1pp | 69.6%+6.8pp |
| Annual return | -6.44% | 7.77%-14.2pp | 651.15%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $25,884 | $3,812+578.9% | $5,605+361.8% | $2,381+987.2% |
| Participant deferral / active EE | $4,869 | $5,250-7.3% | $6,927-29.7% | $3,470+40.3% |
| Admin fee / account holder | $8,819 | $6,741+30.8% | $10,705-17.6% | $4,887+80.5% |