Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $323,760 | $77,814+316.1% | $158,223+104.6% | $86,983+272.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 18.24% | 30.54%-12.3pp | 52.09%-33.8pp | 25.83%-7.6pp |
| Employer contribution / active EE | $15,565 | $2,592+500.5% | $4,109+278.8% | $2,584+502.2% |
| Participant deferral / active EE | $14,492 | $3,270+343.2% | $5,467+165.1% | $4,194+245.6% |
| Admin fee / account holder | $8,898 | $5,879+51.3% | $16,047-44.6% | $7,856+13.3% |