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 | $331,915 | $167,353+98.3% | $143,797+130.8% | $134,545+146.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.81% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $5,089 | $5,620-9.5% | $4,952+2.8% | $4,742+7.3% |
| Participant deferral / active EE | $11,115 | $6,447+72.4% | $5,638+97.1% | $6,401+73.6% |
| Admin fee / account holder | $472,217 | $18,096+2509.5% | $14,679+3116.9% | $11,431+4031.1% |