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 | $292,356 | $167,362+74.7% | $143,799+103.3% | $134,532+117.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.48% | 0.47%-12.0pp | -0.04%-11.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $5,341 | $5,620-5.0% | $4,952+7.9% | $4,741+12.7% |
| Participant deferral / active EE | $10,863 | $6,447+68.5% | $5,638+92.7% | $6,401+69.7% |
| Admin fee / account holder | $1,522 | $18,094-91.6% | $14,677-89.6% | $11,429-86.7% |