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 | $336,140 | $375,661-10.5% | $312,151+7.7% | $382,429-12.1% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 0.46% | 0.11%+0.3pp | 1.82%-1.4pp | 248.85%-248.4pp |
| Employer contribution / active EE | $8,640 | $9,697-10.9% | $8,031+7.6% | $8,036+7.5% |
| Participant deferral / active EE | $11,750 | $5,737+104.8% | $5,370+118.8% | $5,727+105.2% |
| Admin fee / account holder | $6,250 | $64,308-90.3% | $51,799-87.9% | $30,732-79.7% |