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 | $414,103 | $61,816+569.9% | $97,260+325.8% | $80,935+411.6% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.7%+24.6pp |
| Annual return | 22.63% | -558.73%+581.4pp | 75.54%-52.9pp | 35.66%-13.0pp |
| Employer contribution / active EE | $2,215 | $1,836+20.6% | $2,721-18.6% | $2,757-19.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,262-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,575 | $5,166-11.4% | $5,640-18.9% | $6,924-33.9% |