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 | $290,014 | $154,228+88.0% | $145,433+99.4% | $137,256+111.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,363 | $4,804-30.0% | $4,554-26.2% | $4,156-19.1% |
| Participant deferral / active EE | $14,117 | $8,216+71.8% | $7,897+78.8% | $6,407+120.3% |
| Admin fee / account holder | $68,542 | $14,344+377.9% | $13,129+422.1% | $12,270+458.6% |