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 | $284,575 | $176,105+61.6% | $159,474+78.4% | $167,536+69.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.69% | 331.91%-313.2pp | 263.68%-245.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,753 | $5,299-48.1% | $4,831-43.0% | $4,839-43.1% |
| Participant deferral / active EE | $22,950 | $7,751+196.1% | $7,353+212.1% | $6,342+261.9% |
| Admin fee / account holder | $2,311 | $12,559-81.6% | $10,802-78.6% | $12,315-81.2% |