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 | $347,829 | $73,978+370.2% | $96,515+260.4% | $75,173+362.7% |
| Participation rate | 96.2% | 66.4%+29.8pp | 74.3%+21.9pp | 67.2%+29.0pp |
| Annual return | 35.21% | 26.72%+8.5pp | 35.73%-0.5pp | 160.72%-125.5pp |
| Employer contribution / active EE | $9,329 | $2,931+218.3% | $3,740+149.5% | $2,671+249.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $54,311 | $5,219+940.7% | $6,735+706.4% | $5,651+861.2% |