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 | $292,980 | $150,435+94.8% | $120,580+143.0% | $145,897+100.8% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 12.81% | 154.60%-141.8pp | 107.48%-94.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $4,400 | $4,352+1.1% | $3,469+26.8% | $4,663-5.6% |
| Participant deferral / active EE | $23,797 | $6,174+285.4% | $4,995+376.4% | $6,689+255.7% |
| Admin fee / account holder | $6,610 | $12,182-45.7% | $9,418-29.8% | $13,390-50.6% |