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 | $528,872 | $148,629+255.8% | $135,982+288.9% | $139,487+279.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.26% | 79.33%-60.1pp | 68.32%-49.1pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,944 | $5,247-43.9% | $4,859-39.4% | $4,755-38.1% |
| Participant deferral / active EE | $16,880 | $8,102+108.3% | $7,760+117.5% | $6,713+151.5% |
| Admin fee / account holder | $26,744 | $12,406+115.6% | $10,767+148.4% | $11,407+134.4% |