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 | $639,305 | $167,362+282.0% | $143,799+344.6% | $134,532+375.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.39% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $14,312 | $5,620+154.6% | $4,952+189.0% | $4,741+201.9% |
| Participant deferral / active EE | $18,682 | $6,447+189.8% | $5,638+231.3% | $6,401+191.9% |
| Admin fee / account holder | $71,154 | $18,094+293.2% | $14,677+384.8% | $11,429+522.6% |