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 | $436,731 | $201,259+117.0% | $184,200+137.1% | $145,959+199.2% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 12.93% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $20,437 | $7,018+191.2% | $6,424+218.1% | $4,661+338.5% |
| Participant deferral / active EE | $20,448 | $9,806+108.5% | $9,132+123.9% | $6,689+205.7% |
| Admin fee / account holder | $17,958 | $16,372+9.7% | $13,907+29.1% | $13,398+34.0% |