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 | $299,100 | $89,367+234.7% | $141,191+111.8% | $72,975+309.9% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 23.34% | 111.87%-88.5pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $7,291 | $3,115+134.1% | $4,736+53.9% | $2,440+198.8% |
| Participant deferral / active EE | $9,339 | $5,419+72.4% | $6,710+39.2% | $3,608+158.9% |
| Admin fee / account holder | $973 | $5,957-83.7% | $10,264-90.5% | $5,124-81.0% |