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 | $294,614 | $167,353+76.0% | $143,797+104.9% | $134,545+119.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.41% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $9,620 | $5,620+71.2% | $4,952+94.3% | $4,742+102.9% |
| Participant deferral / active EE | $5,407 | $6,447-16.1% | $5,638-4.1% | $6,401-15.5% |
| Admin fee / account holder | $2,573 | $18,096-85.8% | $14,679-82.5% | $11,431-77.5% |