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 | $423,795 | $183,516+130.9% | $155,534+172.5% | $145,884+190.5% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 14.84% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $15,924 | $5,315+199.6% | $4,675+240.6% | $4,662+241.5% |
| Participant deferral / active EE | $10,233 | $6,467+58.2% | $5,630+81.8% | $6,690+53.0% |
| Admin fee / account holder | $452 | $19,293-97.7% | $15,900-97.2% | $13,392-96.6% |