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 | $260,496 | $77,472+236.2% | $100,392+159.5% | $80,935+221.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.93% | 37.26%-22.3pp | 49.45%-34.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $15,074 | $2,800+438.3% | $3,941+282.4% | $2,757+446.8% |
| Participant deferral / active EE | $4,654 | $6,818-31.7% | $8,090-42.5% | $4,299+8.2% |
| Admin fee / account holder | $32,372 | $5,885+450.1% | $7,904+309.6% | $6,924+367.5% |