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 | $345,374 | $131,835+162.0% | $108,582+218.1% | $273,972+26.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.92% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $25,908 | $4,913+427.4% | $3,758+589.4% | $4,869+432.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,345 | $10,253-18.6% | $7,645+9.2% | $10,133-17.6% |