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 | $269,453 | $85,171+216.4% | $172,752+56.0% | $72,975+269.2% |
| Participation rate | 92.7% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.2pp |
| Annual return | 18.71% | 27.32%-8.6pp | 802.97%-784.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $8,080 | $3,324+143.1% | $5,144+57.1% | $2,440+231.1% |
| Participant deferral / active EE | $5,040 | $3,260+54.6% | $5,198-3.0% | $3,608+39.7% |
| Admin fee / account holder | $13,175 | $5,880+124.1% | $13,955-5.6% | $5,124+157.1% |