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 | $256,675 | $105,200+144.0% | $159,474+61.0% | $85,847+199.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 17.90% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $914 | $3,319-72.5% | $4,831-81.1% | $2,565-64.4% |
| Participant deferral / active EE | $8,913 | $5,946+49.9% | $7,353+21.2% | $3,952+125.5% |
| Admin fee / account holder | $7,909 | $6,934+14.1% | $10,802-26.8% | $6,261+26.3% |