Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $280,369 | $185,312+51.3% | $161,489+73.6% | $154,746+81.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.23% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,279 | $4,769+52.6% | $4,268+70.5% | $4,379+66.2% |
| Participant deferral / active EE | $12,694 | $6,350+99.9% | $5,630+125.5% | $6,730+88.6% |
| Admin fee / account holder | $1,989 | $18,654-89.3% | $16,006-87.6% | $14,365-86.2% |