Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $337,790 | $81,331+315.3% | $155,534+117.2% | $80,935+317.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.50% | 33.37%-15.9pp | 64.92%-47.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $27,289 | $3,105+778.9% | $4,675+483.7% | $2,757+889.9% |
| Participant deferral / active EE | $18,402 | $3,454+432.7% | $5,630+226.8% | $4,299+328.0% |
| Admin fee / account holder | $19,567 | $7,999+144.6% | $15,900+23.1% | $6,924+182.6% |