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 | $295,175 | $86,940+239.5% | $102,434+188.2% | $80,935+264.7% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.2pp |
| Annual return | 15.45% | 18.89%-3.4pp | 29.46%-14.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $5,010 | $2,370+111.4% | $3,023+65.7% | $2,757+81.7% |
| Participant deferral / active EE | $7,660 | $4,121+85.9% | $5,055+51.5% | $4,299+78.2% |
| Admin fee / account holder | $6,390 | $8,047-20.6% | $9,462-32.5% | $6,924-7.7% |