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 | $325,048 | $124,425+161.2% | $112,040+190.1% | $137,256+136.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.07% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,442 | $3,411+30.2% | $2,954+50.4% | $4,156+6.9% |
| Participant deferral / active EE | $12,481 | $5,718+118.3% | $5,098+144.8% | $6,407+94.8% |
| Admin fee / account holder | $63,919 | $15,207+320.3% | $12,098+428.3% | $12,270+420.9% |