Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $253,109 | $142,409+77.7% | $119,634+111.6% | $134,545+88.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -6.17% | -12.46%+6.3pp | -14.98%+8.8pp | 418.37%-424.5pp |
| Employer contribution / active EE | $1,127 | $5,224-78.4% | $4,232-73.4% | $4,742-76.2% |
| Participant deferral / active EE | $4,699 | $6,468-27.3% | $5,601-16.1% | $6,401-26.6% |
| Admin fee / account holder | $7,987 | $13,594-41.3% | $10,329-22.7% | $11,431-30.1% |