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 | $357,423 | $167,353+113.6% | $143,797+148.6% | $134,545+165.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.94% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $4,248 | $5,620-24.4% | $4,952-14.2% | $4,742-10.4% |
| Participant deferral / active EE | $7,206 | $6,447+11.8% | $5,638+27.8% | $6,401+12.6% |
| Admin fee / account holder | $8,555 | $18,096-52.7% | $14,679-41.7% | $11,431-25.2% |