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 | $342,815 | $209,422+63.7% | $178,503+92.0% | $158,982+115.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.82% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,800 | $5,707-15.9% | $5,011-4.2% | $4,763+0.8% |
| Participant deferral / active EE | $6,650 | $5,955+11.7% | $5,202+27.8% | $5,983+11.1% |
| Admin fee / account holder | $5,187 | $17,079-69.6% | $13,987-62.9% | $11,252-53.9% |