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 | $656,736 | $213,785+207.2% | $185,441+254.1% | $155,188+323.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.10% | 19.97%-4.9pp | 20.16%-5.1pp | 148.84%-133.7pp |
| Employer contribution / active EE | $6,230 | $5,393+15.5% | $4,672+33.3% | $4,248+46.7% |
| Participant deferral / active EE | $15,511 | $6,864+126.0% | $6,152+152.1% | $6,531+137.5% |
| Admin fee / account holder | $43,853 | $21,134+107.5% | $17,890+145.1% | $14,480+202.9% |