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 | $784,025 | $81,233+865.2% | $155,567+404.0% | $80,874+869.4% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 13.04% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $30,935 | $3,101+897.6% | $4,674+561.8% | $2,756+1022.6% |
| Participant deferral / active EE | $16,749 | $3,452+385.2% | $5,628+197.6% | $4,297+289.8% |
| Admin fee / account holder | $4,850 | $7,998-39.4% | $15,916-69.5% | $6,935-30.1% |