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 | $425,821 | $117,846+261.3% | $102,434+315.7% | $145,884+191.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.45% | 31.90%-13.4pp | 29.46%-11.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $3,257 | $3,615-9.9% | $3,023+7.7% | $4,662-30.1% |
| Participant deferral / active EE | $6,213 | $5,733+8.4% | $5,055+22.9% | $6,690-7.1% |
| Admin fee / account holder | $1,448 | $13,356-89.2% | $9,462-84.7% | $13,392-89.2% |