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 | $260,171 | $109,359+137.9% | $162,185+60.4% | $72,976+256.5% |
| Participation rate | 91.5% | 84.3%+7.2pp | 87.6%+3.9pp | 69.5%+22.0pp |
| Annual return | 27.53% | 25.46%+2.1pp | 115.61%-88.1pp | 81.02%-53.5pp |
| Employer contribution / active EE | $10,591 | $3,907+171.1% | $5,613+88.7% | $2,440+334.1% |
| Participant deferral / active EE | $11,239 | $5,481+105.0% | $7,297+54.0% | $3,608+211.5% |
| Admin fee / account holder | $11,086 | $7,972+39.1% | $10,844+2.2% | $5,124+116.3% |