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 | $338,250 | $110,278+206.7% | $95,740+253.3% | $139,466+142.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 27.19%-13.7pp | 28.41%-14.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $17,251 | $3,260+429.1% | $2,836+508.3% | $4,754+262.9% |
| Participant deferral / active EE | $11,833 | $4,674+153.1% | $4,244+178.8% | $6,712+76.3% |
| Admin fee / account holder | $917 | $6,613-86.1% | $5,676-83.9% | $11,409-92.0% |