Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $436,293 | $154,228+182.9% | $145,433+200.0% | $137,256+217.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.91% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,432 | $4,804+75.5% | $4,554+85.1% | $4,156+102.9% |
| Participant deferral / active EE | $21,543 | $8,216+162.2% | $7,897+172.8% | $6,407+236.3% |
| Admin fee / account holder | $70,922 | $14,344+394.5% | $13,129+440.2% | $12,270+478.0% |