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 | $328,462 | $171,272+91.8% | $127,803+157.0% | $152,897+114.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 16.73% | 23.54%-6.8pp | 26.14%-9.4pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,843 | $5,451-66.2% | $4,576-59.7% | $4,764-61.3% |
| Participant deferral / active EE | $10,722 | $7,043+52.2% | $6,023+78.0% | $5,851+83.2% |
| Admin fee / account holder | $60,706 | $14,540+317.5% | $9,399+545.9% | $11,599+423.4% |