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 | $1,088,661 | $81,358+1238.1% | $155,556+599.9% | $80,959+1244.7% |
| Participation rate | 90.9% | 66.3%+24.6pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 19.85% | 33.39%-13.5pp | 64.84%-45.0pp | 35.67%-15.8pp |
| Employer contribution / active EE | $24,442 | $3,106+686.8% | $4,675+422.8% | $2,757+786.5% |
| Participant deferral / active EE | $23,268 | $3,455+573.4% | $5,631+313.2% | $4,300+441.1% |
| Admin fee / account holder | $4,286 | $7,994-46.4% | $15,885-73.0% | $6,925-38.1% |