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 | $385,222 | $148,629+159.2% | $135,982+183.3% | $139,487+176.2% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 18.76% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $8,488 | $5,247+61.8% | $4,859+74.7% | $4,755+78.5% |
| Participant deferral / active EE | $16,402 | $8,102+102.4% | $7,760+111.4% | $6,713+144.3% |
| Admin fee / account holder | $12,930 | $12,406+4.2% | $10,767+20.1% | $11,407+13.4% |