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 | $254,931 | $152,460+67.2% | $118,746+114.7% | $147,585+72.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 9.87% | 17.41%-7.5pp | 24.54%-14.7pp | 578.58%-568.7pp |
| Employer contribution / active EE | $6,199 | $5,046+22.9% | $4,193+47.9% | $4,876+27.1% |
| Participant deferral / active EE | $10,287 | $6,212+65.6% | $5,332+92.9% | $5,439+89.1% |
| Admin fee / account holder | $1,548 | $16,953-90.9% | $10,720-85.6% | $10,886-85.8% |