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 | $385,932 | $69,541+455.0% | $59,899+544.3% | $135,380+185.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.93% | 7.95%-13.9pp | 3.46%-9.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,200 | $3,236-62.9% | $2,723-55.9% | $4,779-74.9% |
| Participant deferral / active EE | $16,500 | $4,206+292.3% | $3,402+384.9% | $5,609+194.2% |
| Admin fee / account holder | $390 | $5,737-93.2% | $3,592-89.1% | $10,828-96.4% |