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 | $298,178 | $107,368+177.7% | $92,915+220.9% | $152,909+95.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.17% | 145.64%-124.5pp | 109.45%-88.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,774 | $4,222-58.0% | $3,653-51.4% | $4,764-62.8% |
| Participant deferral / active EE | $9,134 | $4,848+88.4% | $4,238+115.5% | $5,851+56.1% |
| Admin fee / account holder | $1,035 | $7,082-85.4% | $5,796-82.1% | $11,601-91.1% |