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 | $275,338 | $146,267+88.2% | $197,124+39.7% | $82,448+234.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.36% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $9,119 | $4,723+93.1% | $6,227+46.4% | $2,551+257.5% |
| Participant deferral / active EE | $9,984 | $7,035+41.9% | $9,135+9.3% | $4,139+141.2% |
| Admin fee / account holder | $10,276 | $14,422-28.7% | $16,298-36.9% | $7,234+42.0% |