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 | $454,495 | $190,879+138.1% | $160,009+184.0% | $134,532+237.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -18.20% | 552.63%-570.8pp | 408.85%-427.0pp | 418.27%-436.5pp |
| Employer contribution / active EE | $10,562 | $4,995+111.5% | $4,225+150.0% | $4,741+122.8% |
| Participant deferral / active EE | $4,116 | $6,924-40.6% | $6,183-33.4% | $6,401-35.7% |
| Admin fee / account holder | $3,027 | $10,495-71.2% | $8,715-65.3% | $11,429-73.5% |