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 | $968,328 | $73,863+1211.0% | $143,797+573.4% | $68,490+1313.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.50% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.6pp |
| Employer contribution / active EE | $32,099 | $3,185+907.9% | $4,952+548.2% | $2,597+1136.2% |
| Participant deferral / active EE | $20,536 | $3,385+506.7% | $5,638+264.2% | $4,028+409.8% |
| Admin fee / account holder | $7,853 | $5,756+36.4% | $14,679-46.5% | $5,403+45.4% |