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 | $399,735 | $48,076+731.5% | $78,693+408.0% | $62,891+535.6% |
| Participation rate | 89.5% | 65.2%+24.3pp | 73.6%+15.9pp | 69.3%+20.2pp |
| Annual return | 10.21% | 31.35%-21.1pp | 62.18%-52.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $23,592 | $2,015+1071.0% | $2,850+727.8% | $2,281+934.3% |
| Participant deferral / active EE | $12,836 | $2,588+396.0% | $3,517+265.0% | $3,203+300.7% |
| Admin fee / account holder | $40,157 | $3,207+1152.0% | $4,511+790.3% | $4,296+834.8% |