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 | $526,496 | $102,429+414.0% | $147,096+257.9% | $80,925+550.6% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.35% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $15,077 | $3,716+305.8% | $4,936+205.5% | $2,756+447.0% |
| Participant deferral / active EE | $11,905 | $6,649+79.1% | $8,071+47.5% | $4,299+177.0% |
| Admin fee / account holder | $49,262 | $7,957+519.1% | $13,005+278.8% | $6,940+609.8% |