Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $609,316 | $73,848+725.1% | $143,799+323.7% | $68,486+789.7% |
| Participation rate | 75.5% | 66.7%+8.8pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -7.40% | 0.91%-8.3pp | -0.04%-7.4pp | -7.85%+0.5pp |
| Employer contribution / active EE | $2,983 | $3,184-6.3% | $4,952-39.8% | $2,597+14.9% |
| Participant deferral / active EE | $3,424 | $3,385+1.2% | $5,638-39.3% | $4,028-15.0% |
| Admin fee / account holder | $4,331 | $5,755-24.7% | $14,677-70.5% | $5,404-19.9% |