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 | $393,690 | $154,228+155.3% | $145,433+170.7% | $137,256+186.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.73% | 74.59%-59.9pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $15,031 | $4,804+212.9% | $4,554+230.0% | $4,156+261.7% |
| Participant deferral / active EE | $20,270 | $8,216+146.7% | $7,897+156.7% | $6,407+216.4% |
| Admin fee / account holder | $4,430 | $14,344-69.1% | $13,129-66.3% | $12,270-63.9% |