Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $259,806 | $124,425+108.8% | $112,040+131.9% | $137,256+89.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.92% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,541 | $3,411+3.8% | $2,954+19.9% | $4,156-14.8% |
| Participant deferral / active EE | $7,117 | $5,718+24.5% | $5,098+39.6% | $6,407+11.1% |
| Admin fee / account holder | $1,932 | $15,207-87.3% | $12,098-84.0% | $12,270-84.3% |