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 | $283,568 | $185,312+53.0% | $161,489+75.6% | $154,746+83.2% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.7%+17.0pp | 80.7%+15.0pp |
| Annual return | 14.32% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $5,037 | $4,769+5.6% | $4,268+18.0% | $4,379+15.0% |
| Participant deferral / active EE | $10,745 | $6,350+69.2% | $5,630+90.9% | $6,730+59.7% |
| Admin fee / account holder | $10,680 | $18,654-42.7% | $16,006-33.3% | $14,365-25.7% |