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 | $499,291 | $201,372+147.9% | $184,260+171.0% | $145,884+242.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 19.55% | 29.04%-9.5pp | 28.84%-9.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $6,076 | $7,024-13.5% | $6,427-5.5% | $4,662+30.3% |
| Participant deferral / active EE | $12,305 | $9,808+25.5% | $9,133+34.7% | $6,690+83.9% |
| Admin fee / account holder | $201,864 | $16,362+1133.7% | $13,898+1352.5% | $13,392+1407.4% |