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 | $263,165 | $97,289+170.5% | $92,805+183.6% | $155,188+69.6% |
| Participation rate | 71.4% | 84.2%-12.7pp | 83.5%-12.1pp | 80.8%-9.4pp |
| Annual return | 19.94% | 29.03%-9.1pp | 31.59%-11.7pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,698 | $8,795-58.0% | $8,448-56.2% | $6,531-43.4% |
| Admin fee / account holder | $12,890 | $12,015+7.3% | $10,911+18.1% | $14,480-11.0% |