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 | $342,997 | $72,012+376.3% | $185,827+84.6% | $79,858+329.5% |
| Participation rate | 97.1% | 65.8%+31.3pp | 78.0%+19.0pp | 69.6%+27.4pp |
| Annual return | 20.01% | 23.12%-3.1pp | 35.96%-15.9pp | 31.72%-11.7pp |
| Employer contribution / active EE | $11,200 | $1,965+470.1% | $4,087+174.0% | $2,471+353.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,099 | $4,513-75.7% | $9,502-88.4% | $5,306-79.3% |