Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $344,170 | $73,863+366.0% | $143,797+139.3% | $68,490+402.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.82% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $13,483 | $3,185+323.4% | $4,952+172.3% | $2,597+419.2% |
| Participant deferral / active EE | $8,245 | $3,385+143.6% | $5,638+46.2% | $4,028+104.7% |
| Admin fee / account holder | $13,497 | $5,756+134.5% | $14,679-8.1% | $5,403+149.8% |