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 | $319,365 | $133,998+138.3% | $112,263+184.5% | $134,545+137.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -6.94% | 47.17%-54.1pp | 27.49%-34.4pp | 418.37%-425.3pp |
| Employer contribution / active EE | $14,845 | $4,040+267.4% | $3,636+308.3% | $4,742+213.1% |
| Participant deferral / active EE | $9,965 | $5,292+88.3% | $4,729+110.7% | $6,401+55.7% |
| Admin fee / account holder | $4,171 | $7,493-44.3% | $6,410-34.9% | $11,431-63.5% |