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 | $162,136+169.1% | $152,301+186.5% | $154,746+181.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.91% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $8,432 | $4,890+72.4% | $4,624+82.3% | $4,379+92.6% |
| Participant deferral / active EE | $21,543 | $8,341+158.3% | $8,004+169.2% | $6,730+220.1% |
| Admin fee / account holder | $70,922 | $15,759+350.0% | $14,398+392.6% | $14,365+393.7% |