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 | $271,295 | $117,846+130.2% | $102,434+164.8% | $145,884+86.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 31.90%-17.3pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $7,922 | $3,615+119.2% | $3,023+162.0% | $4,662+69.9% |
| Participant deferral / active EE | $7,871 | $5,733+37.3% | $5,055+55.7% | $6,690+17.7% |
| Admin fee / account holder | $24,674 | $13,356+84.7% | $9,462+160.8% | $13,392+84.2% |