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 | $351,588 | $81,870+329.4% | $119,608+193.9% | $68,495+413.3% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -14.62% | -23.82%+9.2pp | -14.98%+0.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,556 | $2,692+69.3% | $4,232+7.7% | $2,596+75.5% |
| Participant deferral / active EE | $5,560 | $4,148+34.0% | $5,601-0.7% | $4,028+38.1% |
| Admin fee / account holder | $41,447 | $6,583+529.6% | $10,326+301.4% | $5,403+667.1% |