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 | $480,114 | $123,793+287.8% | $177,848+170.0% | $79,856+501.2% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 21.89% | 22.82%-0.9pp | 48.33%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $12,209 | $4,095+198.1% | $5,919+106.3% | $2,471+394.1% |
| Participant deferral / active EE | $9,314 | $5,956+56.4% | $7,714+20.7% | $3,741+149.0% |
| Admin fee / account holder | $2,089 | $7,243-71.2% | $12,431-83.2% | $5,306-60.6% |