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 | $293,651 | $175,231+67.6% | $149,696+96.2% | $139,466+110.6% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 16.10% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $4,155 | $5,478-24.1% | $4,821-13.8% | $4,754-12.6% |
| Participant deferral / active EE | $10,970 | $6,521+68.2% | $5,682+93.1% | $6,712+63.4% |
| Admin fee / account holder | $5,585 | $16,155-65.4% | $13,212-57.7% | $11,409-51.0% |