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 | $293,444 | $95,406+207.6% | $185,849+57.9% | $85,847+241.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.89% | 23.59%-9.7pp | 122.10%-108.2pp | 318.61%-304.7pp |
| Employer contribution / active EE | $5,890 | $3,314+77.7% | $5,169+14.0% | $2,565+129.6% |
| Participant deferral / active EE | $11,773 | $3,424+243.9% | $5,569+111.4% | $3,952+197.9% |
| Admin fee / account holder | $5,976 | $7,214-17.2% | $16,244-63.2% | $6,261-4.5% |