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 | $414,104 | $94,529+338.1% | $140,019+195.7% | $64,173+545.3% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -5.85% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $19,736 | $3,812+417.7% | $5,605+252.1% | $2,381+729.0% |
| Participant deferral / active EE | $13,302 | $5,250+153.4% | $6,927+92.0% | $3,470+283.4% |
| Admin fee / account holder | $45,872 | $6,741+580.5% | $10,705+328.5% | $4,887+838.6% |