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 | $343,703 | $93,617+267.1% | $135,982+152.8% | $75,177+357.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.68% | 30.89%-11.2pp | 68.32%-48.6pp | 160.75%-141.1pp |
| Employer contribution / active EE | $5,640 | $3,538+59.4% | $4,859+16.1% | $2,671+111.2% |
| Participant deferral / active EE | $6,103 | $6,406-4.7% | $7,760-21.4% | $4,126+47.9% |
| Admin fee / account holder | $9,968 | $6,980+42.8% | $10,767-7.4% | $5,651+76.4% |