Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $251,771 | $123,155+104.4% | $108,753+131.5% | $155,188+62.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.05% | 44.73%-25.7pp | 37.47%-18.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,306 | $2,811+17.6% | $2,427+36.2% | $4,248-22.2% |
| Participant deferral / active EE | $13,788 | $4,623+198.2% | $4,115+235.1% | $6,531+111.1% |
| Admin fee / account holder | $543 | $12,126-95.5% | $10,320-94.7% | $14,480-96.2% |