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 | $257,298 | $110,379+133.1% | $102,412+151.2% | $145,884+76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.18% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,669 | $4,216+34.5% | $3,870+46.5% | $4,662+21.6% |
| Participant deferral / active EE | $9,645 | $5,622+71.6% | $5,060+90.6% | $6,690+44.2% |
| Admin fee / account holder | $45,123 | $9,745+363.0% | $8,388+438.0% | $13,392+236.9% |