Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $472,570 | $178,174+165.2% | $156,181+202.6% | $137,256+244.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.17% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $46,368 | $4,972+832.7% | $4,294+979.9% | $4,156+1015.7% |
| Participant deferral / active EE | $26,000 | $6,888+277.5% | $6,132+324.0% | $6,407+305.8% |
| Admin fee / account holder | $2,759 | $17,404-84.2% | $14,586-81.1% | $12,270-77.5% |