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 | $371,224 | $211,946+75.2% | $169,452+119.1% | $135,380+174.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.14% | 3.26%-10.4pp | 1.83%-9.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $15,564 | $5,117+204.2% | $4,157+274.4% | $4,779+225.7% |
| Participant deferral / active EE | $7,165 | $6,075+17.9% | $5,277+35.8% | $5,609+27.7% |
| Admin fee / account holder | $4,905 | $11,472-57.2% | $9,110-46.2% | $10,828-54.7% |