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 | $349,301 | $167,353+108.7% | $143,797+142.9% | $134,545+159.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.79% | 0.48%-20.3pp | -0.04%-19.7pp | 418.37%-438.2pp |
| Employer contribution / active EE | $5,217 | $5,620-7.2% | $4,952+5.3% | $4,742+10.0% |
| Participant deferral / active EE | $4,871 | $6,447-24.4% | $5,638-13.6% | $6,401-23.9% |
| Admin fee / account holder | $4,569 | $18,096-74.8% | $14,679-68.9% | $11,431-60.0% |