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 | $325,279 | $175,259+85.6% | $149,723+117.3% | $139,487+133.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.58% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $15,970 | $5,478+191.5% | $4,821+231.2% | $4,755+235.9% |
| Participant deferral / active EE | $8,950 | $6,522+37.2% | $5,682+57.5% | $6,713+33.3% |
| Admin fee / account holder | $752 | $16,158-95.3% | $13,215-94.3% | $11,407-93.4% |