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 | $296,567 | $160,040+85.3% | $147,096+101.6% | $145,877+103.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.74% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,553 | $5,289-51.7% | $4,936-48.3% | $4,663-45.3% |
| Participant deferral / active EE | $9,173 | $8,429+8.8% | $8,071+13.6% | $6,691+37.1% |
| Admin fee / account holder | $13,577 | $15,050-9.8% | $13,005+4.4% | $13,402+1.3% |