Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $359,959 | $134,001+168.6% | $112,258+220.7% | $134,509+167.6% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | 11.80% | 47.15%-35.3pp | 27.47%-15.7pp | 418.13%-406.3pp |
| Employer contribution / active EE | $36,299 | $4,039+798.6% | $3,636+898.4% | $4,741+665.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $14,182 | $7,491+89.3% | $6,411+121.2% | $11,427+24.1% |