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 | $329,307 | $201,259+63.6% | $184,200+78.8% | $145,959+125.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.88% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $30,503 | $7,018+334.6% | $6,424+374.8% | $4,661+554.4% |
| Participant deferral / active EE | $20,399 | $9,806+108.0% | $9,132+123.4% | $6,689+205.0% |
| Admin fee / account holder | $15,561 | $16,372-5.0% | $13,907+11.9% | $13,398+16.1% |