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 | $326,950 | $102,382+219.3% | $147,005+122.4% | $80,874+304.3% |
| Participation rate | 89.2% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 17.93% | 134.89%-117.0pp | 418.76%-400.8pp | 35.62%-17.7pp |
| Employer contribution / active EE | $26,167 | $3,715+604.4% | $4,934+430.3% | $2,756+849.6% |
| Participant deferral / active EE | $22,948 | $6,646+245.3% | $8,070+184.4% | $4,297+434.1% |
| Admin fee / account holder | $85,884 | $7,942+981.3% | $13,006+560.3% | $6,935+1138.4% |