Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $316,639 | $72,273+338.1% | $101,275+212.7% | $79,856+296.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.65% | 22.30%-7.6pp | 46.48%-31.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $14,078 | $2,691+423.1% | $3,660+284.6% | $2,471+469.7% |
| Participant deferral / active EE | $11,297 | $3,282+244.3% | $4,371+158.5% | $3,741+202.0% |
| Admin fee / account holder | $3,558 | $4,401-19.2% | $5,948-40.2% | $5,306-33.0% |