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 | $365,340 | $167,533+118.1% | $151,645+140.9% | $134,545+171.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.25% | 7.81%-21.1pp | 3.34%-16.6pp | 418.37%-431.6pp |
| Employer contribution / active EE | $17,366 | $6,828+154.3% | $6,165+181.7% | $4,742+266.3% |
| Participant deferral / active EE | $13,803 | $8,985+53.6% | $8,363+65.0% | $6,401+115.6% |
| Admin fee / account holder | $10,123 | $13,781-26.5% | $11,614-12.8% | $11,431-11.4% |