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 | $299,210 | $183,592+63.0% | $155,574+92.3% | $145,877+105.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 19.27% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $32,332 | $5,317+508.1% | $4,676+591.5% | $4,663+593.4% |
| Participant deferral / active EE | $19,332 | $6,466+199.0% | $5,629+243.4% | $6,691+188.9% |
| Admin fee / account holder | $12,709 | $19,316-34.2% | $15,914-20.1% | $13,402-5.2% |