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 | $1,374,402 | $174,379+688.2% | $152,093+803.7% | $138,895+889.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.15% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $12,229 | $4,652+162.9% | $4,175+192.9% | $4,194+191.6% |
| Participant deferral / active EE | $10,975 | $6,159+78.2% | $5,451+101.3% | $6,396+71.6% |
| Admin fee / account holder | $13,133 | $16,880-22.2% | $14,497-9.4% | $12,562+4.5% |