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 | $385,478 | $98,766+290.3% | $149,730+157.4% | $79,852+382.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 18.59% | 27.43%-8.8pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $5,420 | $3,217+68.5% | $4,645+16.7% | $2,471+119.3% |
| Participant deferral / active EE | $10,840 | $5,681+90.8% | $6,843+58.4% | $3,740+189.8% |
| Admin fee / account holder | $1,271 | $6,052-79.0% | $9,310-86.3% | $5,306-76.0% |