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 | $936,374 | $167,533+458.9% | $151,645+517.5% | $134,545+596.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.35% | 7.81%-21.2pp | 3.34%-16.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $27,499 | $6,828+302.7% | $6,165+346.0% | $4,742+480.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,538 | $13,781-59.8% | $11,614-52.3% | $11,431-51.6% |