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 | $416,150 | $105,867+293.1% | $90,760+358.5% | $134,532+209.3% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -19.21% | -10.99%-8.2pp | -12.16%-7.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,756 | $3,464-49.3% | $2,922-39.9% | $4,741-63.0% |
| Participant deferral / active EE | $6,875 | $5,217+31.8% | $4,565+50.6% | $6,401+7.4% |
| Admin fee / account holder | $2,051 | $13,936-85.3% | $8,444-75.7% | $11,429-82.1% |