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 | $369,902 | $105,866+249.4% | $90,766+307.5% | $134,545+174.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.90% | -10.99%-1.9pp | -12.16%-0.7pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,708 | $3,464-50.7% | $2,922-41.6% | $4,742-64.0% |
| Participant deferral / active EE | $8,368 | $5,217+60.4% | $4,565+83.3% | $6,401+30.7% |
| Admin fee / account holder | $23,164 | $13,938+66.2% | $8,446+174.3% | $11,431+102.7% |