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 | $1,188,307 | $145,431+717.1% | $211,142+462.8% | $87,485+1258.3% |
| Participation rate | 98.3% | 84.7%+13.6pp | 87.3%+11.0pp | 68.9%+29.4pp |
| Annual return | 35.92% | 27.21%+8.7pp | 46.84%-10.9pp | 26.06%+9.9pp |
| Employer contribution / active EE | $6,841 | $4,662+46.8% | $6,442+6.2% | $2,596+163.5% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,234 | $17,052-69.3% | $19,076-72.6% | $7,775-32.7% |