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 | $395,047 | $76,407+417.0% | $150,298+162.8% | $82,448+379.1% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,890 | $2,614+48.8% | $4,154-6.4% | $2,551+52.5% |
| Participant deferral / active EE | $8,220 | $3,214+155.7% | $5,453+50.7% | $4,139+98.6% |
| Admin fee / account holder | $4,400 | $6,352-30.7% | $14,116-68.8% | $7,234-39.2% |