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 | $348,286 | $71,878+384.6% | $86,698+301.7% | $68,486+408.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.77% | 3.53%-22.3pp | 35.95%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,462 | $2,173-32.7% | $2,837-48.5% | $2,597-43.7% |
| Participant deferral / active EE | $7,563 | $3,779+100.1% | $4,656+62.4% | $4,028+87.8% |
| Admin fee / account holder | $13,791 | $6,113+125.6% | $7,493+84.1% | $5,404+155.2% |