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 | $481,403 | $124,980+285.2% | $108,359+344.3% | $154,746+211.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 13.20% | 45.00%-31.8pp | 36.89%-23.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $4,396 | $2,851+54.2% | $2,399+83.2% | $4,379+0.4% |
| Participant deferral / active EE | $4,043 | $4,743-14.8% | $4,137-2.3% | $6,730-39.9% |
| Admin fee / account holder | $5,701 | $11,502-50.4% | $9,741-41.5% | $14,365-60.3% |