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 | $361,516 | $77,814+364.6% | $158,223+128.5% | $86,983+315.6% |
| Participation rate | 90.3% | 68.4%+21.9pp | 79.2%+11.1pp | 69.5%+20.8pp |
| Annual return | 12.60% | 30.54%-17.9pp | 52.09%-39.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $21,290 | $2,592+721.3% | $4,109+418.2% | $2,584+723.8% |
| Participant deferral / active EE | $21,974 | $3,270+572.1% | $5,467+301.9% | $4,194+424.0% |
| Admin fee / account holder | $66,894 | $5,879+1037.8% | $16,047+316.9% | $7,856+751.5% |