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 | $297,177 | $135,956+118.6% | $123,894+139.9% | $273,972+8.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.86% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $10,632 | $5,170+105.7% | $4,617+130.3% | $4,869+118.4% |
| Participant deferral / active EE | $7,323 | $6,343+15.5% | $5,984+22.4% | $5,287+38.5% |
| Admin fee / account holder | $2,330 | $9,817-76.3% | $8,357-72.1% | $10,133-77.0% |