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 | $403,447 | $181,896+121.8% | $156,551+157.7% | $273,972+47.3% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $22,249 | $6,248+256.1% | $5,501+304.4% | $4,869+357.0% |
| Participant deferral / active EE | $11,885 | $5,550+114.1% | $4,871+144.0% | $5,287+124.8% |
| Admin fee / account holder | $22,880 | $15,560+47.0% | $13,028+75.6% | $10,133+125.8% |