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 | $357,189 | $165,399+116.0% | $149,745+138.5% | $158,982+124.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.96% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $18,223 | $5,105+257.0% | $4,646+292.3% | $4,763+282.6% |
| Participant deferral / active EE | $14,080 | $7,183+96.0% | $6,843+105.8% | $5,983+135.3% |
| Admin fee / account holder | $28,161 | $10,811+160.5% | $9,312+202.4% | $11,252+150.3% |