Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $407,573 | $73,863+451.8% | $143,797+183.4% | $68,490+495.1% |
| Participation rate | 90.5% | 66.7%+23.9pp | 80.3%+10.2pp | 67.9%+22.6pp |
| Annual return | -13.99% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $37,853 | $3,185+1088.5% | $4,952+664.3% | $2,597+1357.7% |
| Participant deferral / active EE | $10,280 | $3,385+203.7% | $5,638+82.3% | $4,028+155.2% |
| Admin fee / account holder | $27,982 | $5,756+386.1% | $14,679+90.6% | $5,403+417.9% |