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 | $754,525 | $93,589+706.2% | $135,942+455.0% | $75,181+903.6% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 19.35% | 30.90%-11.6pp | 68.28%-48.9pp | 160.69%-141.3pp |
| Employer contribution / active EE | $10,445 | $3,537+195.3% | $4,858+115.0% | $2,671+291.1% |
| Participant deferral / active EE | $15,853 | $6,405+147.5% | $7,759+104.3% | $4,126+284.2% |
| Admin fee / account holder | $16,215 | $6,977+132.4% | $10,764+50.6% | $5,650+187.0% |