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 | $313,815 | $63,703+392.6% | $93,063+237.2% | $82,448+280.6% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.1%+17.2pp | 68.1%+21.2pp |
| Annual return | 18.82% | -775.43%+794.3pp | 34.15%-15.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,791 | $1,729+61.5% | $2,476+12.7% | $2,551+9.4% |
| Participant deferral / active EE | $8,873 | $2,919+203.9% | $3,958+124.2% | $4,139+114.4% |
| Admin fee / account holder | $1,861 | $5,982-68.9% | $6,033-69.2% | $7,234-74.3% |