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 | $351,648 | $77,817+351.9% | $123,553+184.6% | $64,173+448.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -6.83% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $8,529 | $3,014+183.0% | $4,628+84.3% | $2,381+258.3% |
| Participant deferral / active EE | $8,093 | $5,240+54.4% | $6,426+25.9% | $3,470+133.3% |
| Admin fee / account holder | $395 | $5,519-92.8% | $9,284-95.7% | $4,887-91.9% |