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 | $384,520 | $162,136+137.2% | $152,301+152.5% | $154,746+148.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.60% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $13,841 | $4,890+183.0% | $4,624+199.3% | $4,379+216.1% |
| Participant deferral / active EE | $9,866 | $8,341+18.3% | $8,004+23.3% | $6,730+46.6% |
| Admin fee / account holder | $32,498 | $15,759+106.2% | $14,398+125.7% | $14,365+126.2% |