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 | $330,573 | $78,690+320.1% | $161,489+104.7% | $87,485+277.9% |
| Participation rate | 94.3% | 67.5%+26.8pp | 78.7%+15.6pp | 68.9%+25.4pp |
| Annual return | 15.85% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $4,365 | $2,588+68.7% | $4,268+2.3% | $2,596+68.1% |
| Participant deferral / active EE | $11,143 | $3,311+236.6% | $5,630+97.9% | $4,274+160.7% |
| Admin fee / account holder | $3,022 | $6,724-55.0% | $16,006-81.1% | $7,775-61.1% |