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 | $564,361 | $183,627+207.3% | $155,602+262.7% | $145,978+286.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.13% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $8,690 | $5,316+63.5% | $4,675+85.9% | $4,662+86.4% |
| Participant deferral / active EE | $8,513 | $6,466+31.7% | $5,629+51.2% | $6,690+27.3% |
| Admin fee / account holder | $691 | $19,327-96.4% | $15,923-95.7% | $13,400-94.8% |