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 | $305,515 | $110,212+177.2% | $96,534+216.5% | $139,466+119.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 17.94% | 26.42%-8.5pp | 25.88%-7.9pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,760 | $3,620-23.7% | $2,965-6.9% | $4,754-41.9% |
| Participant deferral / active EE | $4,999 | $5,547-9.9% | $4,851+3.1% | $6,712-25.5% |
| Admin fee / account holder | $5,637 | $11,599-51.4% | $8,253-31.7% | $11,409-50.6% |