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 | $270,547 | $167,353+61.7% | $143,797+88.1% | $134,545+101.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -14.46% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $1,369 | $5,620-75.6% | $4,952-72.4% | $4,742-71.1% |
| Participant deferral / active EE | $6,792 | $6,447+5.3% | $5,638+20.5% | $6,401+6.1% |
| Admin fee / account holder | $5,188 | $18,096-71.3% | $14,679-64.7% | $11,431-54.6% |