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 | $372,249 | $64,729+475.1% | $112,263+231.6% | $68,490+443.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.41% | -11.40%+2.0pp | 27.49%-36.9pp | -7.85%-1.6pp |
| Employer contribution / active EE | $14,092 | $2,746+413.2% | $3,636+287.6% | $2,597+442.7% |
| Participant deferral / active EE | $11,638 | $3,566+226.4% | $4,729+146.1% | $4,028+188.9% |
| Admin fee / account holder | $10,797 | $5,222+106.8% | $6,410+68.4% | $5,403+99.8% |