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 | $269,179 | $95,917+180.6% | $79,583+238.2% | $134,545+100.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.41% | -2.70%-16.7pp | 0.16%-19.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $21,527 | $3,129+588.0% | $2,414+791.9% | $4,742+354.0% |
| Participant deferral / active EE | $13,706 | $4,694+192.0% | $3,986+243.9% | $6,401+114.1% |
| Admin fee / account holder | $3,060 | $9,132-66.5% | $6,835-55.2% | $11,431-73.2% |