Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $304,623 | $174,379+74.7% | $152,093+100.3% | $138,895+119.3% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 19.07% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $9,134 | $4,652+96.4% | $4,175+118.8% | $4,194+117.8% |
| Participant deferral / active EE | $13,434 | $6,159+118.1% | $5,451+146.4% | $6,396+110.0% |
| Admin fee / account holder | $6,034 | $16,880-64.3% | $14,497-58.4% | $12,562-52.0% |