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 | $298,148 | $131,835+126.2% | $108,582+174.6% | $273,972+8.8% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 5.63% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,353 | $4,913+9.0% | $3,758+42.4% | $4,869+10.0% |
| Participant deferral / active EE | $9,066 | $5,127+76.8% | $4,311+110.3% | $5,287+71.5% |
| Admin fee / account holder | $2,368 | $10,253-76.9% | $7,645-69.0% | $10,133-76.6% |