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 | $388,713 | $77,817+399.5% | $123,553+214.6% | $64,173+505.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.10% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $13,543 | $3,014+349.3% | $4,628+192.6% | $2,381+468.8% |
| Participant deferral / active EE | $11,032 | $5,240+110.5% | $6,426+71.7% | $3,470+217.9% |
| Admin fee / account holder | $8,842 | $5,519+60.2% | $9,284-4.8% | $4,887+80.9% |