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 | $278,662 | $198,457+40.4% | $170,435+63.5% | $147,586+88.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.18% | 257.30%-243.1pp | 205.94%-191.8pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,483 | $6,183-76.0% | $5,432-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $5,525 | $5,629-1.8% | $4,939+11.9% | $5,439+1.6% |
| Admin fee / account holder | $3,642 | $16,852-78.4% | $13,881-73.8% | $10,886-66.5% |