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 | $259,027 | $88,137+193.9% | $164,975+57.0% | $74,429+248.0% |
| Participation rate | 93.9% | 73.1%+20.8pp | 78.6%+15.3pp | 67.2%+26.7pp |
| Annual return | 13.87% | 17.13%-3.3pp | 70.12%-56.3pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $14,635 | $2,597+463.5% | $4,343+237.0% | $2,625+457.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,121 | $2,231+129.5% | $12,688-59.6% | $1,944+163.4% |