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 | $261,097 | $209,428+24.7% | $178,498+46.3% | $158,950+64.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 24.69% | 188.78%-164.1pp | 151.09%-126.4pp | 302.91%-278.2pp |
| Employer contribution / active EE | $16,620 | $5,707+191.2% | $5,011+231.7% | $4,762+249.0% |
| Participant deferral / active EE | $2,967 | $5,955-50.2% | $5,202-43.0% | $5,983-50.4% |
| Admin fee / account holder | $873 | $17,077-94.9% | $13,985-93.8% | $11,248-92.2% |