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 | $330,028 | $59,819+451.7% | $79,583+314.7% | $68,490+381.9% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.1pp |
| Annual return | 20.15% | -12.30%+32.4pp | 0.16%+20.0pp | -7.85%+28.0pp |
| Employer contribution / active EE | $27,380 | $1,505+1718.9% | $2,414+1034.4% | $2,597+954.4% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,522 | $4,835+303.7% | $6,835+185.6% | $5,403+261.3% |