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 | $300,579 | $72,177+316.4% | $115,038+161.3% | $59,633+404.0% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | -0.96% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $5,906 | $2,841+107.9% | $4,608+28.2% | $2,203+168.1% |
| Participant deferral / active EE | $8,448 | $4,783+76.6% | $6,026+40.2% | $3,192+164.7% |
| Admin fee / account holder | $11,487 | $4,927+133.1% | $8,175+40.5% | $4,297+167.3% |