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 | $442,875 | $184,014+140.7% | $161,149+174.8% | $138,895+218.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 25.60% | 21.52%+4.1pp | 21.16%+4.4pp | 145.39%-119.8pp |
| Employer contribution / active EE | $13,006 | $5,055+157.3% | $4,360+198.3% | $4,194+210.1% |
| Participant deferral / active EE | $6,874 | $6,909-0.5% | $6,153+11.7% | $6,396+7.5% |
| Admin fee / account holder | $2,779 | $18,027-84.6% | $15,194-81.7% | $12,562-77.9% |