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 | $351,266 | $100,811+248.4% | $86,698+305.2% | $134,545+161.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.76% | 29.11%-45.9pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $8,737 | $3,490+150.3% | $2,837+208.0% | $4,742+84.3% |
| Participant deferral / active EE | $4,091 | $5,339-23.4% | $4,656-12.1% | $6,401-36.1% |
| Admin fee / account holder | $14,959 | $10,926+36.9% | $7,492+99.7% | $11,431+30.9% |