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 | $482,148 | $83,908+474.6% | $68,509+603.8% | $125,389+284.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.21% | 14.48%-15.7pp | 8.27%-9.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,051 | $3,031+0.6% | $2,278+33.9% | $4,866-37.3% |
| Participant deferral / active EE | $6,939 | $4,125+68.2% | $3,382+105.1% | $5,352+29.7% |
| Admin fee / account holder | $442 | $8,982-95.1% | $5,275-91.6% | $9,541-95.4% |