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 | $557,896 | $131,835+323.2% | $108,582+413.8% | $273,972+103.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.64% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $9,065 | $4,913+84.5% | $3,758+141.2% | $4,869+86.2% |
| Participant deferral / active EE | $9,719 | $5,127+89.5% | $4,311+125.4% | $5,287+83.8% |
| Admin fee / account holder | $4,406 | $10,253-57.0% | $7,645-42.4% | $10,133-56.5% |