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 | $294,153 | $167,353+75.8% | $143,797+104.6% | $134,545+118.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $13,604 | $5,620+142.0% | $4,952+174.7% | $4,742+186.9% |
| Participant deferral / active EE | $6,460 | $6,447+0.2% | $5,638+14.6% | $6,401+0.9% |
| Admin fee / account holder | $402 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |