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 | $254,110 | $167,353+51.8% | $143,797+76.7% | $134,545+88.9% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -15.00% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $4,972 | $5,620-11.5% | $4,952+0.4% | $4,742+4.9% |
| Participant deferral / active EE | $5,825 | $6,447-9.7% | $5,638+3.3% | $6,401-9.0% |
| Admin fee / account holder | $11,564 | $18,096-36.1% | $14,679-21.2% | $11,431+1.2% |