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 | $432,249 | $145,431+197.2% | $211,142+104.7% | $87,485+394.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 19.56% | 27.21%-7.6pp | 46.84%-27.3pp | 26.06%-6.5pp |
| Employer contribution / active EE | $5,238 | $4,662+12.4% | $6,442-18.7% | $2,596+101.7% |
| Participant deferral / active EE | $6,430 | $6,859-6.3% | $9,284-30.7% | $4,274+50.5% |
| Admin fee / account holder | $9,262 | $17,052-45.7% | $19,076-51.4% | $7,775+19.1% |