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 | $290,219 | $111,535+160.2% | $105,223+175.8% | $137,256+111.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.95% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,795 | $3,939+21.7% | $3,689+30.0% | $4,156+15.4% |
| Participant deferral / active EE | $16,775 | $5,500+205.0% | $5,072+230.8% | $6,407+161.8% |
| Admin fee / account holder | $55,970 | $9,721+475.7% | $8,859+531.8% | $12,270+356.1% |