Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $252,154 | $101,763+147.8% | $164,866+52.9% | $80,874+211.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 44.56% | 16.73%+27.8pp | 69.97%-25.4pp | 35.62%+8.9pp |
| Employer contribution / active EE | $2,693 | $2,954-8.9% | $4,343-38.0% | $2,756-2.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,193 | $8,228-73.4% | $12,689-82.7% | $6,935-68.4% |