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 | $312,959 | $157,829+98.3% | $136,867+128.7% | $198,609+57.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 29.26% | 51.25%-22.0pp | 42.97%-13.7pp | 202.70%-173.4pp |
| Employer contribution / active EE | $12,513 | $3,923+219.0% | $3,547+252.8% | $5,055+147.5% |
| Participant deferral / active EE | $5,885 | $5,463+7.7% | $4,924+19.5% | $6,977-15.6% |
| Admin fee / account holder | $15,015 | $11,107+35.2% | $10,340+45.2% | $19,030-21.1% |