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 | $304,840 | $72,404+321.0% | $110,243+176.5% | $64,173+375.0% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | -6.31% | -6.29%0pp | 314.76%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $14,663 | $2,282+542.7% | $3,827+283.2% | $2,381+515.9% |
| Participant deferral / active EE | $11,466 | $3,469+230.5% | $4,672+145.4% | $3,470+230.5% |
| Admin fee / account holder | $322 | $5,664-94.3% | $8,548-96.2% | $4,887-93.4% |