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 | $323,854 | $72,177+348.7% | $115,038+181.5% | $59,633+443.1% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | -0.40% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $13,534 | $2,841+376.4% | $4,608+193.7% | $2,203+514.5% |
| Participant deferral / active EE | $9,601 | $4,783+100.7% | $6,026+59.3% | $3,192+200.8% |
| Admin fee / account holder | $2,739 | $4,927-44.4% | $8,175-66.5% | $4,297-36.2% |