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 | $260,707 | $166,131+56.9% | $164,975+58.0% | $145,877+78.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 19.69% | 100.37%-80.7pp | 70.12%-50.4pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,246 | $5,276-57.4% | $4,343-48.3% | $4,663-51.8% |
| Participant deferral / active EE | $14,302 | $6,962+105.4% | $6,033+137.0% | $6,691+113.8% |
| Admin fee / account holder | $1,938 | $16,648-88.4% | $12,688-84.7% | $13,402-85.5% |