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 | $358,099 | $77,816+360.2% | $123,552+189.8% | $64,173+458.0% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -4.49% | 12.49%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,617 | $3,014+53.2% | $4,628-0.2% | $2,381+93.9% |
| Participant deferral / active EE | $8,671 | $5,240+65.5% | $6,426+34.9% | $3,470+149.9% |
| Admin fee / account holder | $17,543 | $5,519+217.9% | $9,285+88.9% | $4,887+258.9% |