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 | $388,063 | $110,410+251.5% | $102,437+278.8% | $145,897+166.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.33% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,684 | $4,217-60.1% | $3,871-56.5% | $4,663-63.9% |
| Participant deferral / active EE | $10,178 | $5,622+81.0% | $5,060+101.1% | $6,689+52.1% |
| Admin fee / account holder | $987 | $9,745-89.9% | $8,388-88.2% | $13,390-92.6% |