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 | $269,536 | $78,690+242.5% | $161,489+66.9% | $87,485+208.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.63% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $7,748 | $2,588+199.4% | $4,268+81.5% | $2,596+198.4% |
| Participant deferral / active EE | $6,105 | $3,311+84.4% | $5,630+8.4% | $4,274+42.9% |
| Admin fee / account holder | $3,147 | $6,724-53.2% | $16,006-80.3% | $7,775-59.5% |