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 | $445,737 | $125,797+254.3% | $170,057+162.1% | $75,177+492.9% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 20.97% | 27.20%-6.2pp | 53.42%-32.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $12,186 | $4,616+164.0% | $6,790+79.5% | $2,671+356.2% |
| Participant deferral / active EE | $11,257 | $6,838+64.6% | $10,411+8.1% | $4,126+172.8% |
| Admin fee / account holder | $25,912 | $8,177+216.9% | $12,826+102.0% | $5,651+358.5% |