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 | $291,075 | $133,998+117.2% | $112,263+159.3% | $134,545+116.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.47% | 47.17%-56.6pp | 27.49%-37.0pp | 418.37%-427.8pp |
| Employer contribution / active EE | $11,767 | $4,040+191.2% | $3,636+223.6% | $4,742+148.2% |
| Participant deferral / active EE | $15,144 | $5,292+186.2% | $4,729+220.2% | $6,401+136.6% |
| Admin fee / account holder | $1,066 | $7,493-85.8% | $6,410-83.4% | $11,431-90.7% |