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 | $469,256 | $167,353+180.4% | $143,797+226.3% | $134,545+248.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.75% | 0.48%-12.2pp | -0.04%-11.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $13,289 | $5,620+136.4% | $4,952+168.3% | $4,742+180.3% |
| Participant deferral / active EE | $21,210 | $6,447+229.0% | $5,638+276.2% | $6,401+231.3% |
| Admin fee / account holder | $5,021 | $18,096-72.3% | $14,679-65.8% | $11,431-56.1% |