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 | $262,404 | $112,131+134.0% | $95,964+173.4% | $158,982+65.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.87% | 171.19%-163.3pp | 91.64%-83.8pp | 302.99%-295.1pp |
| Employer contribution / active EE | $2,968 | $3,199-7.2% | $2,541+16.8% | $4,763-37.7% |
| Participant deferral / active EE | $11,615 | $4,784+142.8% | $4,167+178.8% | $5,983+94.1% |
| Admin fee / account holder | $25,243 | $10,136+149.0% | $6,797+271.4% | $11,252+124.4% |