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 | $296,899 | $89,259+232.6% | $107,187+177.0% | $82,637+259.3% |
| Participation rate | 91.7% | 67.9%+23.7pp | 75.0%+16.6pp | 68.1%+23.6pp |
| Annual return | 29.13% | 21.02%+8.1pp | 204.55%-175.4pp | 53.51%-24.4pp |
| Employer contribution / active EE | $4,497 | $3,080+46.0% | $3,782+18.9% | $2,552+76.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,663 | $7,381+179.9% | $9,162+125.5% | $7,339+181.6% |