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 | $332,666 | $131,835+152.3% | $108,582+206.4% | $273,972+21.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 8.48% | -91.57%+100.1pp | -51.70%+60.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,495 | $4,913-8.5% | $3,758+19.6% | $4,869-7.7% |
| Participant deferral / active EE | $10,249 | $5,127+99.9% | $4,311+137.8% | $5,287+93.9% |
| Admin fee / account holder | $36,681 | $10,253+257.8% | $7,645+379.8% | $10,133+262.0% |