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 | $340,259 | $57,352+493.3% | $83,830+305.9% | $64,173+430.2% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | -7.92% | 11.38%-19.3pp | 850.97%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $8,419 | $2,546+230.7% | $3,631+131.9% | $2,381+253.6% |
| Participant deferral / active EE | $10,167 | $2,993+239.7% | $4,082+149.1% | $3,470+193.0% |
| Admin fee / account holder | $11,257 | $4,046+178.2% | $5,479+105.5% | $4,887+130.3% |