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 | $255,323 | $201,370+26.8% | $184,256+38.6% | $145,897+75.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.99% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $7,819 | $7,024+11.3% | $6,427+21.7% | $4,663+67.7% |
| Participant deferral / active EE | $17,182 | $9,808+75.2% | $9,133+88.1% | $6,689+156.9% |
| Admin fee / account holder | $14,896 | $16,364-9.0% | $13,899+7.2% | $13,390+11.2% |