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 | $624,178 | $181,896+243.2% | $156,551+298.7% | $273,972+127.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.46% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $28,875 | $6,248+362.1% | $5,501+424.9% | $4,869+493.1% |
| Participant deferral / active EE | $17,455 | $5,550+214.5% | $4,871+258.3% | $5,287+230.1% |
| Admin fee / account holder | $75,531 | $15,560+385.4% | $13,028+479.8% | $10,133+645.4% |