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 | $382,326 | $138,385+176.3% | $184,243+107.5% | $80,925+372.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.44% | 20.02%-1.6pp | 28.82%-10.4pp | 35.65%-17.2pp |
| Employer contribution / active EE | $4,863 | $4,851+0.2% | $6,427-24.3% | $2,756+76.4% |
| Participant deferral / active EE | $6,040 | $7,075-14.6% | $9,132-33.9% | $4,299+40.5% |
| Admin fee / account holder | $8,052 | $10,489-23.2% | $13,914-42.1% | $6,940+16.0% |