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 | $272,616 | $167,362+62.9% | $143,799+89.6% | $134,532+102.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.77% | 0.47%-9.2pp | -0.04%-8.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $4,444 | $5,620-20.9% | $4,952-10.3% | $4,741-6.3% |
| Participant deferral / active EE | $5,333 | $6,447-17.3% | $5,638-5.4% | $6,401-16.7% |
| Admin fee / account holder | $2,651 | $18,094-85.3% | $14,677-81.9% | $11,429-76.8% |