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 | $388,383 | $69,518+458.7% | $59,883+548.6% | $135,377+186.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.51% | 7.95%-12.5pp | 3.46%-8.0pp | 519.75%-524.3pp |
| Employer contribution / active EE | $3,864 | $3,235+19.5% | $2,722+42.0% | $4,779-19.1% |
| Participant deferral / active EE | $12,952 | $4,204+208.1% | $3,402+280.8% | $5,609+130.9% |
| Admin fee / account holder | $16,082 | $5,734+180.4% | $3,591+347.9% | $10,828+48.5% |