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 | $710,602 | $199,109+256.9% | $173,730+309.0% | $154,746+359.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.36% | 20.02%-5.7pp | 19.96%-5.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,741 | $5,311-48.4% | $4,577-40.1% | $4,379-37.4% |
| Participant deferral / active EE | $3,963 | $7,113-44.3% | $6,326-37.4% | $6,730-41.1% |
| Admin fee / account holder | $4,369 | $20,916-79.1% | $17,523-75.1% | $14,365-69.6% |