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 | $315,015 | $77,817+304.8% | $123,553+155.0% | $64,173+390.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.05% | 12.49%-18.5pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $9,839 | $3,014+226.4% | $4,628+112.6% | $2,381+313.3% |
| Participant deferral / active EE | $11,093 | $5,240+111.7% | $6,426+72.6% | $3,470+219.7% |
| Admin fee / account holder | $9,211 | $5,519+66.9% | $9,284-0.8% | $4,887+88.5% |