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 | $305,510 | $197,637+54.6% | $177,848+71.8% | $158,982+92.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.74% | 58.77%-39.0pp | 48.33%-28.6pp | 302.99%-283.3pp |
| Employer contribution / active EE | $7,961 | $6,698+18.8% | $5,919+34.5% | $4,763+67.1% |
| Participant deferral / active EE | $16,759 | $8,405+99.4% | $7,714+117.3% | $5,983+180.1% |
| Admin fee / account holder | $41,787 | $15,406+171.2% | $12,431+236.1% | $11,252+271.4% |