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 | $256,333 | $58,600+337.4% | $83,327+207.6% | $64,173+299.4% |
| Participation rate | 90.2% | 72.0%+18.2pp | 77.8%+12.4pp | 69.6%+20.6pp |
| Annual return | -3.38% | 9.66%-13.0pp | 10.64%-14.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $9,990 | $2,098+376.1% | $3,379+195.7% | $2,381+319.6% |
| Participant deferral / active EE | $2,300 | $4,656-50.6% | $5,565-58.7% | $3,470-33.7% |
| Admin fee / account holder | $15,320 | $9,282+65.0% | $7,540+103.2% | $4,887+213.4% |