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 | $270,612 | $154,193+75.5% | $130,045+108.1% | $139,466+94.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.75% | 32.51%-14.8pp | -137.30%+155.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,408 | $5,292-54.5% | $4,321-44.3% | $4,754-49.4% |
| Participant deferral / active EE | $16,153 | $6,709+140.8% | $5,820+177.5% | $6,712+140.7% |
| Admin fee / account holder | $1,214 | $13,989-91.3% | $10,600-88.5% | $11,409-89.4% |