Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $391,511 | $167,353+133.9% | $143,797+172.3% | $134,545+191.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -11.21% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,368 | $5,620-40.1% | $4,952-32.0% | $4,742-29.0% |
| Participant deferral / active EE | $6,466 | $6,447+0.3% | $5,638+14.7% | $6,401+1.0% |
| Admin fee / account holder | $18,711 | $18,096+3.4% | $14,679+27.5% | $11,431+63.7% |