Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $411,220 | $162,136+153.6% | $152,301+170.0% | $154,746+165.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.65% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $18,890 | $4,890+286.3% | $4,624+308.5% | $4,379+331.4% |
| Participant deferral / active EE | $28,345 | $8,341+239.8% | $8,004+254.1% | $6,730+321.2% |
| Admin fee / account holder | $6,870 | $15,759-56.4% | $14,398-52.3% | $14,365-52.2% |