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 | $427,103 | $166,268+156.9% | $165,100+158.7% | $145,897+192.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.98% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $28,505 | $5,284+439.5% | $4,348+555.6% | $4,663+511.4% |
| Participant deferral / active EE | $15,273 | $6,964+119.3% | $6,035+153.1% | $6,689+128.3% |
| Admin fee / account holder | $3,866 | $16,659-76.8% | $12,696-69.6% | $13,390-71.1% |