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 | $378,260 | $107,809+250.9% | $97,032+289.8% | $155,188+143.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.47% | 38.06%-23.6pp | 35.38%-20.9pp | 148.84%-134.4pp |
| Employer contribution / active EE | $8,245 | $2,911+183.2% | $2,629+213.6% | $4,248+94.1% |
| Participant deferral / active EE | $22,332 | $5,129+335.4% | $4,672+378.0% | $6,531+241.9% |
| Admin fee / account holder | $2,298 | $10,717-78.6% | $9,418-75.6% | $14,480-84.1% |