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 | $289,317 | $167,353+72.9% | $143,797+101.2% | $134,545+115.0% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.99% | 0.48%-17.5pp | -0.04%-16.9pp | 418.37%-435.4pp |
| Employer contribution / active EE | $7,909 | $5,620+40.7% | $4,952+59.7% | $4,742+66.8% |
| Participant deferral / active EE | $6,978 | $6,447+8.2% | $5,638+23.8% | $6,401+9.0% |
| Admin fee / account holder | $12,628 | $18,096-30.2% | $14,679-14.0% | $11,431+10.5% |