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 | $384,812 | $138,393+178.1% | $184,256+108.8% | $80,959+375.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.45% | 20.01%-2.6pp | 28.85%-11.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $20,336 | $4,847+319.5% | $6,427+216.4% | $2,757+637.6% |
| Participant deferral / active EE | $18,710 | $7,076+164.4% | $9,133+104.9% | $4,300+335.1% |
| Admin fee / account holder | $6,315 | $10,489-39.8% | $13,899-54.6% | $6,925-8.8% |