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 | $305,106 | $75,541+303.9% | $152,093+100.6% | $82,637+269.2% |
| Participation rate | 71.9% | 66.5%+5.3pp | 77.8%-5.9pp | 68.1%+3.8pp |
| Annual return | 15.63% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $6,832 | $2,622+160.5% | $4,175+63.7% | $2,552+167.7% |
| Participant deferral / active EE | $8,553 | $3,206+166.8% | $5,451+56.9% | $4,126+107.3% |
| Admin fee / account holder | $21,909 | $6,405+242.1% | $14,497+51.1% | $7,339+198.5% |