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 | $277,922 | $181,896+52.8% | $156,551+77.5% | $273,972+1.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.29% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $10,411 | $6,248+66.6% | $5,501+89.2% | $4,869+113.8% |
| Participant deferral / active EE | $6,998 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $3,023 | $15,560-80.6% | $13,028-76.8% | $10,133-70.2% |