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 | $267,387 | $105,866+152.6% | $90,766+194.6% | $134,545+98.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.97% | -10.99%-8.0pp | -12.16%-6.8pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,523 | $3,464-27.2% | $2,922-13.7% | $4,742-46.8% |
| Participant deferral / active EE | $6,213 | $5,217+19.1% | $4,565+36.1% | $6,401-2.9% |
| Admin fee / account holder | $8,858 | $13,938-36.4% | $8,446+4.9% | $11,431-22.5% |