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 | $284,099 | $86,940+226.8% | $102,434+177.3% | $80,935+251.0% |
| Participation rate | 88.3% | 72.4%+15.9pp | 76.5%+11.8pp | 67.7%+20.6pp |
| Annual return | 45.49% | 18.89%+26.6pp | 29.46%+16.0pp | 35.66%+9.8pp |
| Employer contribution / active EE | $18,398 | $2,370+676.4% | $3,023+508.6% | $2,757+567.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,515 | $8,047-43.9% | $9,462-52.3% | $6,924-34.8% |