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 | $297,619 | $101,778+192.4% | $164,975+80.4% | $80,925+267.8% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.7%+9.3pp |
| Annual return | 15.60% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.0pp |
| Employer contribution / active EE | $3,891 | $2,954+31.7% | $4,343-10.4% | $2,756+41.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,354 | $8,221+123.2% | $12,688+44.7% | $6,940+164.5% |