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 | $355,706 | $73,863+381.6% | $143,797+147.4% | $68,490+419.4% |
| Participation rate | 88.7% | 66.7%+22.1pp | 80.3%+8.4pp | 67.9%+20.8pp |
| Annual return | -17.95% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $10,884 | $3,185+241.7% | $4,952+119.8% | $2,597+319.1% |
| Participant deferral / active EE | $13,094 | $3,385+286.9% | $5,638+132.2% | $4,028+225.1% |
| Admin fee / account holder | $2,642 | $5,756-54.1% | $14,679-82.0% | $5,403-51.1% |