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 | $284,883 | $167,504+70.1% | $151,628+87.9% | $134,509+111.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.96% | 7.81%-23.8pp | 3.34%-19.3pp | 418.13%-434.1pp |
| Employer contribution / active EE | $7,441 | $6,828+9.0% | $6,165+20.7% | $4,741+57.0% |
| Participant deferral / active EE | $15,951 | $8,985+77.5% | $8,363+90.7% | $6,400+149.2% |
| Admin fee / account holder | $10,564 | $13,779-23.3% | $11,613-9.0% | $11,427-7.5% |