Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $386,535 | $196,972+96.2% | $182,262+112.1% | $198,609+94.6% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 18.54% | 158.27%-139.7pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $19,314 | $5,364+260.1% | $5,046+282.8% | $5,055+282.1% |
| Participant deferral / active EE | $12,984 | $8,643+50.2% | $8,276+56.9% | $6,977+86.1% |
| Admin fee / account holder | $6,719 | $18,429-63.5% | $16,712-59.8% | $19,030-64.7% |