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 | $329,123 | $71,873+357.9% | $86,698+279.6% | $68,490+380.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.10% | 3.54%-20.6pp | 35.96%-53.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $8,224 | $2,173+278.4% | $2,837+189.9% | $2,597+216.7% |
| Participant deferral / active EE | $6,664 | $3,779+76.3% | $4,656+43.1% | $4,028+65.4% |
| Admin fee / account holder | $4,425 | $6,110-27.6% | $7,492-40.9% | $5,403-18.1% |