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 | $296,505 | $77,817+281.0% | $123,553+140.0% | $64,173+362.0% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.3%+10.7pp | 69.6%+23.5pp |
| Annual return | -4.12% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $12,717 | $3,014+321.9% | $4,628+174.8% | $2,381+434.1% |
| Participant deferral / active EE | $5,147 | $5,240-1.8% | $6,426-19.9% | $3,470+48.3% |
| Admin fee / account holder | $7,192 | $5,519+30.3% | $9,284-22.5% | $4,887+47.2% |