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 | $281,607 | $82,678+240.6% | $125,391+124.6% | $68,490+311.2% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -18.27% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,632 | $3,382-22.2% | $4,816-45.3% | $2,597+1.4% |
| Participant deferral / active EE | $8,523 | $6,111+39.5% | $7,448+14.4% | $4,028+111.6% |
| Admin fee / account holder | $20,622 | $6,277+228.5% | $10,009+106.0% | $5,403+281.7% |