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 | $485,962 | $174,379+178.7% | $152,093+219.5% | $138,895+249.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 15.39% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $9,092 | $4,652+95.5% | $4,175+117.8% | $4,194+116.8% |
| Participant deferral / active EE | $4,961 | $6,159-19.5% | $5,451-9.0% | $6,396-22.4% |
| Admin fee / account holder | $14,461 | $16,880-14.3% | $14,497-0.2% | $12,562+15.1% |