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 | $271,936 | $159,934+70.0% | $147,005+85.0% | $145,959+86.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.12% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $10,541 | $5,287+99.4% | $4,934+113.6% | $4,661+126.2% |
| Participant deferral / active EE | $8,604 | $8,427+2.1% | $8,070+6.6% | $6,689+28.6% |
| Admin fee / account holder | $3,308 | $15,053-78.0% | $13,006-74.6% | $13,398-75.3% |