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 | $426,713 | $209,336+103.8% | $197,124+116.5% | $137,256+210.9% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.7%+3.8pp | 80.0%+10.5pp |
| Annual return | 15.77% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $10,402 | $6,591+57.8% | $6,227+67.0% | $4,156+150.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,708 | $17,308-49.7% | $16,298-46.6% | $12,270-29.0% |