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 | $371,897 | $129,737+186.7% | $119,126+212.2% | $154,746+140.3% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 15.51% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,251 | $4,375-48.5% | $4,034-44.2% | $4,379-48.6% |
| Participant deferral / active EE | $12,628 | $5,842+116.2% | $5,318+137.5% | $6,730+87.6% |
| Admin fee / account holder | $24,355 | $11,961+103.6% | $10,693+127.8% | $14,365+69.5% |