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 | $254,309 | $78,027+225.9% | $178,528+42.4% | $80,925+214.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.96% | 18.09%-5.1pp | 27.11%-14.2pp | 35.65%-22.7pp |
| Employer contribution / active EE | $6,600 | $2,281+189.3% | $3,950+67.1% | $2,756+139.5% |
| Participant deferral / active EE | $14,655 | $4,408+232.5% | $6,278+133.4% | $4,299+240.9% |
| Admin fee / account holder | $41,236 | $7,168+475.3% | $10,419+295.8% | $6,940+494.2% |