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 | $383,713 | $111,535+244.0% | $105,223+264.7% | $137,256+179.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 12.33% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,960 | $3,939-24.9% | $3,689-19.7% | $4,156-28.8% |
| Participant deferral / active EE | $3,689 | $5,500-32.9% | $5,072-27.3% | $6,407-42.4% |
| Admin fee / account holder | $4,765 | $9,721-51.0% | $8,859-46.2% | $12,270-61.2% |