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 | $437,529 | $154,228+183.7% | $145,433+200.8% | $137,256+218.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.47% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,846 | $4,804-61.6% | $4,554-59.5% | $4,156-55.6% |
| Participant deferral / active EE | $6,592 | $8,216-19.8% | $7,897-16.5% | $6,407+2.9% |
| Admin fee / account holder | $1,473 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |