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 | $305,358 | $100,805+202.9% | $86,698+252.2% | $134,532+127.0% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -2.27% | 29.09%-31.4pp | 35.95%-38.2pp | 418.27%-420.5pp |
| Employer contribution / active EE | $4,105 | $3,490+17.6% | $2,837+44.7% | $4,741-13.4% |
| Participant deferral / active EE | $6,731 | $5,339+26.1% | $4,656+44.6% | $6,401+5.2% |
| Admin fee / account holder | $45,989 | $10,925+320.9% | $7,493+513.8% | $11,429+302.4% |