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 | $416,475 | $81,331+412.1% | $155,534+167.8% | $80,935+414.6% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 14.35% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $14,655 | $3,105+372.0% | $4,675+213.5% | $2,757+431.6% |
| Participant deferral / active EE | $20,469 | $3,454+492.6% | $5,630+263.5% | $4,299+376.1% |
| Admin fee / account holder | $30,066 | $7,999+275.9% | $15,900+89.1% | $6,924+334.2% |