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 | $255,479 | $64,729+294.7% | $112,263+127.6% | $68,490+273.0% |
| Participation rate | 86.5% | 67.2%+19.4pp | 75.1%+11.5pp | 67.9%+18.6pp |
| Annual return | -18.71% | -11.40%-7.3pp | 27.49%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,904 | $2,746+5.8% | $3,636-20.1% | $2,597+11.9% |
| Participant deferral / active EE | $5,418 | $3,566+52.0% | $4,729+14.6% | $4,028+34.5% |
| Admin fee / account holder | $38,958 | $5,222+646.1% | $6,410+507.7% | $5,403+621.1% |