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 | $484,721 | $167,362+189.6% | $143,799+237.1% | $134,532+260.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.89% | 0.47%-15.4pp | -0.04%-14.8pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,653 | $5,620-70.6% | $4,952-66.6% | $4,741-65.1% |
| Participant deferral / active EE | $8,585 | $6,447+33.2% | $5,638+52.3% | $6,401+34.1% |
| Admin fee / account holder | $59,535 | $18,094+229.0% | $14,677+305.6% | $11,429+420.9% |