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 | $378,306 | $174,379+116.9% | $152,093+148.7% | $138,895+172.4% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 16.98% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,247 | $4,652-51.7% | $4,175-46.2% | $4,194-46.4% |
| Participant deferral / active EE | $9,122 | $6,159+48.1% | $5,451+67.3% | $6,396+42.6% |
| Admin fee / account holder | $21,317 | $16,880+26.3% | $14,497+47.0% | $12,562+69.7% |