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 | $289,633 | $63,809+353.9% | $81,353+256.0% | $80,935+257.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 12.13% | 16.37%-4.2pp | 24.82%-12.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $11,314 | $1,981+471.2% | $2,464+359.2% | $2,757+310.4% |
| Participant deferral / active EE | $5,997 | $3,093+93.9% | $3,885+54.4% | $4,299+39.5% |
| Admin fee / account holder | $7,035 | $5,686+23.7% | $5,766+22.0% | $6,924+1.6% |