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 | $725,763 | $174,379+316.2% | $152,093+377.2% | $138,895+422.5% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 12.40% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $18,175 | $4,652+290.7% | $4,175+335.4% | $4,194+333.3% |
| Participant deferral / active EE | $18,936 | $6,159+207.4% | $5,451+247.4% | $6,396+196.0% |
| Admin fee / account holder | $7,936 | $16,880-53.0% | $14,497-45.3% | $12,562-36.8% |