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 | $560,908 | $157,304+256.6% | $141,197+297.3% | $152,909+266.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 26.83% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $14,026 | $5,263+166.5% | $4,736+196.2% | $4,764+194.4% |
| Participant deferral / active EE | $12,316 | $7,111+73.2% | $6,710+83.5% | $5,851+110.5% |
| Admin fee / account holder | $9,592 | $12,126-20.9% | $10,265-6.6% | $11,601-17.3% |