Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $265,655 | $81,446+226.2% | $103,374+157.0% | $80,874+228.5% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 63.81% | 25.57%+38.2pp | 24.89%+38.9pp | 35.62%+28.2pp |
| Employer contribution / active EE | $22,356 | $3,107+619.5% | $3,869+477.8% | $2,756+711.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,797 | $6,715-28.6% | $8,394-42.9% | $6,935-30.8% |