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 | $491,282 | $155,555+215.8% | $146,866+234.5% | $155,188+216.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.85% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,026 | $4,647-56.4% | $4,425-54.2% | $4,248-52.3% |
| Participant deferral / active EE | $6,304 | $8,044-21.6% | $7,759-18.8% | $6,531-3.5% |
| Admin fee / account holder | $21,759 | $14,755+47.5% | $13,620+59.8% | $14,480+50.3% |