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 | $415,425 | $110,083+277.4% | $151,645+173.9% | $68,490+506.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.34%-20.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $18,241 | $4,470+308.1% | $6,165+195.9% | $2,597+602.5% |
| Participant deferral / active EE | $16,701 | $6,526+155.9% | $8,363+99.7% | $4,028+314.6% |
| Admin fee / account holder | $30,627 | $7,718+296.9% | $11,614+163.7% | $5,403+466.9% |