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 | $256,649 | $101,798+152.1% | $165,071+55.5% | $80,935+217.1% |
| Participation rate | 78.6% | 71.8%+6.7pp | 78.6%-0.1pp | 67.7%+10.9pp |
| Annual return | 15.71% | 16.73%-1.0pp | 70.17%-54.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,027 | $2,954+36.3% | $4,347-7.4% | $2,757+46.1% |
| Participant deferral / active EE | $10,100 | $4,476+125.6% | $6,035+67.4% | $4,299+134.9% |
| Admin fee / account holder | $27,311 | $8,221+232.2% | $12,695+115.1% | $6,924+294.4% |