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 | $746,076 | $81,276+818.0% | $155,574+379.6% | $80,925+821.9% |
| Participation rate | 98.4% | 66.2%+32.1pp | 78.2%+20.1pp | 67.7%+30.7pp |
| Annual return | 12.89% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $44,069 | $3,103+1320.2% | $4,676+842.5% | $2,756+1498.9% |
| Participant deferral / active EE | $9,355 | $3,453+170.9% | $5,629+66.2% | $4,299+117.6% |
| Admin fee / account holder | $48,939 | $7,993+512.2% | $15,914+207.5% | $6,940+605.2% |