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 | $797,754 | $105,861+653.6% | $90,756+779.0% | $134,509+493.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -10.54% | -10.99%+0.5pp | -12.16%+1.6pp | 418.13%-428.7pp |
| Employer contribution / active EE | $2,775 | $3,463-19.9% | $2,922-5.0% | $4,741-41.5% |
| Participant deferral / active EE | $8,143 | $5,217+56.1% | $4,565+78.4% | $6,400+27.2% |
| Admin fee / account holder | $6,891 | $13,938-50.6% | $8,445-18.4% | $11,427-39.7% |