Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $316,370 | $177,156+78.6% | $147,027+115.2% | $154,746+104.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.97% | 21.94%-4.0pp | 20.23%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $26,081 | $4,336+501.4% | $3,626+619.3% | $4,379+495.6% |
| Participant deferral / active EE | $15,716 | $5,797+171.1% | $4,933+218.6% | $6,730+133.5% |
| Admin fee / account holder | $3,104 | $14,904-79.2% | $12,223-74.6% | $14,365-78.4% |