Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $281,253 | $176,402+59.4% | $134,162+109.6% | $158,982+76.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.47% | 63.66%-51.2pp | 36.35%-23.9pp | 302.99%-290.5pp |
| Employer contribution / active EE | $5,880 | $5,042+16.6% | $3,705+58.7% | $4,763+23.5% |
| Participant deferral / active EE | $11,231 | $4,093+174.4% | $3,500+220.9% | $5,983+87.7% |
| Admin fee / account holder | $4,509 | $8,719-48.3% | $6,685-32.6% | $11,252-59.9% |