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 | $451,151 | $111,814+303.5% | $103,374+336.4% | $145,959+209.1% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 17.53% | 24.77%-7.2pp | 24.89%-7.4pp | 561.95%-544.4pp |
| Employer contribution / active EE | $4,510 | $4,214+7.0% | $3,869+16.6% | $4,661-3.2% |
| Participant deferral / active EE | $10,263 | $5,618+82.7% | $5,058+102.9% | $6,689+53.4% |
| Admin fee / account holder | $6,222 | $9,754-36.2% | $8,394-25.9% | $13,398-53.6% |