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 | $265,776 | $56,339+371.7% | $104,299+154.8% | $68,490+288.0% |
| Participation rate | 91.3% | 63.3%+28.0pp | 73.3%+18.0pp | 67.9%+23.4pp |
| Annual return | -16.05% | -9.19%-6.9pp | 24.62%-40.7pp | -7.85%-8.2pp |
| Employer contribution / active EE | $9,602 | $1,960+389.9% | $3,373+184.6% | $2,597+269.8% |
| Participant deferral / active EE | $7,940 | $3,077+158.0% | $4,626+71.6% | $4,028+97.1% |
| Admin fee / account holder | $42,814 | $4,902+773.5% | $7,339+483.3% | $5,403+692.4% |