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 | $299,109 | $167,362+78.7% | $143,799+108.0% | $134,532+122.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.42% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $4,596 | $5,620-18.2% | $4,952-7.2% | $4,741-3.1% |
| Participant deferral / active EE | $5,103 | $6,447-20.9% | $5,638-9.5% | $6,401-20.3% |
| Admin fee / account holder | $4,172 | $18,094-76.9% | $14,677-71.6% | $11,429-63.5% |