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 | $301,471 | $111,535+170.3% | $105,223+186.5% | $137,256+119.6% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 13.58% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,815 | $3,939-3.1% | $3,689+3.4% | $4,156-8.2% |
| Participant deferral / active EE | $7,002 | $5,500+27.3% | $5,072+38.1% | $6,407+9.3% |
| Admin fee / account holder | $47,471 | $9,721+388.3% | $8,859+435.9% | $12,270+286.9% |