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 | $572,840 | $105,623+442.3% | $87,502+554.7% | $273,972+109.1% |
| Participation rate | 85.0% | 78.2%+6.8pp | 73.8%+11.2pp | 83.0%+2.0pp |
| Annual return | 9.91% | 12.26%-2.3pp | 12.21%-2.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $13,905 | $3,141+342.7% | $2,550+445.3% | $4,869+185.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,546 | $4,781+413.4% | $4,221+481.6% | $10,133+142.2% |