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 | $251,316 | $93,598+168.5% | $135,974+84.8% | $75,173+234.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.01% | 30.89%-14.9pp | 68.30%-52.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $11,461 | $3,538+224.0% | $4,859+135.9% | $2,671+329.1% |
| Participant deferral / active EE | $16,861 | $6,405+163.2% | $7,760+117.3% | $4,126+308.6% |
| Admin fee / account holder | $7,879 | $6,978+12.9% | $10,767-26.8% | $5,651+39.4% |