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 | $372,185 | $197,637+88.3% | $177,848+109.3% | $158,982+134.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.17% | 58.77%-38.6pp | 48.33%-28.2pp | 302.99%-282.8pp |
| Employer contribution / active EE | $5,010 | $6,698-25.2% | $5,919-15.4% | $4,763+5.2% |
| Participant deferral / active EE | $7,879 | $8,405-6.3% | $7,714+2.1% | $5,983+31.7% |
| Admin fee / account holder | $23,852 | $15,406+54.8% | $12,431+91.9% | $11,252+112.0% |