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 | $271,580 | $81,276+234.1% | $155,574+74.6% | $80,925+235.6% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 18.60% | 33.36%-14.8pp | 64.87%-46.3pp | 35.65%-17.1pp |
| Employer contribution / active EE | $11,013 | $3,103+254.9% | $4,676+135.5% | $2,756+299.6% |
| Participant deferral / active EE | $5,854 | $3,453+69.5% | $5,629+4.0% | $4,299+36.2% |
| Admin fee / account holder | $6,127 | $7,993-23.3% | $15,914-61.5% | $6,940-11.7% |