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 | $477,542 | $102,429+366.2% | $147,096+224.6% | $80,925+490.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 15.10% | 135.02%-119.9pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $11,706 | $3,716+215.0% | $4,936+137.1% | $2,756+324.7% |
| Participant deferral / active EE | $14,581 | $6,649+119.3% | $8,071+80.7% | $4,299+239.2% |
| Admin fee / account holder | $42,036 | $7,957+428.3% | $13,005+223.2% | $6,940+505.7% |