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 | $495,293 | $142,409+247.8% | $119,634+314.0% | $134,545+268.1% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.3%-8.4pp | 81.2%-10.4pp |
| Annual return | -14.78% | -12.46%-2.3pp | -14.98%+0.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $4,511 | $5,224-13.7% | $4,232+6.6% | $4,742-4.9% |
| Participant deferral / active EE | $9,093 | $6,468+40.6% | $5,601+62.3% | $6,401+42.1% |
| Admin fee / account holder | $2,798 | $13,594-79.4% | $10,329-72.9% | $11,431-75.5% |