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 | $267,770 | $176,077+52.1% | $159,455+67.9% | $167,518+59.8% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 15.06% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.6pp |
| Employer contribution / active EE | $2,952 | $5,298-44.3% | $4,830-38.9% | $4,838-39.0% |
| Participant deferral / active EE | $8,970 | $7,751+15.7% | $7,353+22.0% | $6,342+41.4% |
| Admin fee / account holder | $9,660 | $12,556-23.1% | $10,800-10.6% | $12,312-21.5% |