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 | $292,411 | $102,429+185.5% | $147,096+98.8% | $80,925+261.3% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 15.24% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $6,310 | $3,716+69.8% | $4,936+27.8% | $2,756+128.9% |
| Participant deferral / active EE | $12,052 | $6,649+81.3% | $8,071+49.3% | $4,299+180.4% |
| Admin fee / account holder | $2,410 | $7,957-69.7% | $13,005-81.5% | $6,940-65.3% |