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 | $266,575 | $181,062+47.2% | $158,223+68.5% | $155,188+71.8% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 15.22% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $7,522 | $4,565+64.8% | $4,109+83.1% | $4,248+77.1% |
| Participant deferral / active EE | $8,696 | $6,134+41.8% | $5,467+59.1% | $6,531+33.1% |
| Admin fee / account holder | $1,763 | $18,825-90.6% | $16,047-89.0% | $14,480-87.8% |