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 | $296,427 | $197,637+50.0% | $177,848+66.7% | $158,982+86.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.92% | 58.77%-46.8pp | 48.33%-36.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $7,828 | $6,698+16.9% | $5,919+32.3% | $4,763+64.3% |
| Participant deferral / active EE | $6,687 | $8,405-20.4% | $7,714-13.3% | $5,983+11.8% |
| Admin fee / account holder | $13,401 | $15,406-13.0% | $12,431+7.8% | $11,252+19.1% |