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 | $717,361 | $93,598+666.4% | $135,974+427.6% | $75,173+854.3% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 22.63% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $17,770 | $3,538+402.3% | $4,859+265.7% | $2,671+565.3% |
| Participant deferral / active EE | $11,933 | $6,405+86.3% | $7,760+53.8% | $4,126+189.2% |
| Admin fee / account holder | $123,085 | $6,978+1664.0% | $10,767+1043.2% | $5,651+2078.3% |