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 | $265,945 | $152,612+74.3% | $125,192+112.4% | $152,897+73.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.94% | 54.85%-35.9pp | 43.79%-24.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $3,476 | $4,947-29.7% | $3,866-10.1% | $4,764-27.0% |
| Participant deferral / active EE | $11,326 | $5,868+93.0% | $4,937+129.4% | $5,851+93.6% |
| Admin fee / account holder | $4,677 | $13,437-65.2% | $9,704-51.8% | $11,599-59.7% |