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 | $262,402 | $160,028+64.0% | $147,080+78.4% | $145,884+79.9% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 11.69% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,970 | $5,286-24.9% | $4,933-19.5% | $4,662-14.9% |
| Participant deferral / active EE | $15,444 | $8,422+83.4% | $8,066+91.5% | $6,690+130.9% |
| Admin fee / account holder | $8,348 | $15,030-44.5% | $12,989-35.7% | $13,392-37.7% |