Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $325,932 | $142,409+128.9% | $119,634+172.4% | $134,545+142.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.94% | -12.46%+0.5pp | -14.98%+3.0pp | 418.37%-430.3pp |
| Employer contribution / active EE | $29,100 | $5,224+457.0% | $4,232+587.6% | $4,742+513.7% |
| Participant deferral / active EE | $16,945 | $6,468+162.0% | $5,601+202.5% | $6,401+164.7% |
| Admin fee / account holder | $12,897 | $13,594-5.1% | $10,329+24.9% | $11,431+12.8% |