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 | $288,382 | $117,829+144.7% | $102,423+181.6% | $145,877+97.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 13.62% | 31.83%-18.2pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,938 | $3,615+8.9% | $3,023+30.3% | $4,663-15.5% |
| Participant deferral / active EE | $8,093 | $5,732+41.2% | $5,054+60.1% | $6,691+21.0% |
| Admin fee / account holder | $161,992 | $13,335+1114.8% | $9,455+1613.4% | $13,402+1108.7% |