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 | $398,427 | $102,429+289.0% | $147,096+170.9% | $80,925+392.3% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 14.45% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $4,682 | $3,716+26.0% | $4,936-5.1% | $2,756+69.9% |
| Participant deferral / active EE | $16,816 | $6,649+152.9% | $8,071+108.3% | $4,299+291.2% |
| Admin fee / account holder | $15,844 | $7,957+99.1% | $13,005+21.8% | $6,940+128.3% |