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 | $266,343 | $51,638+415.8% | $68,368+289.6% | $82,448+223.0% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 16.19% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,689 | $2,047+129.1% | $2,649+77.0% | $2,551+83.8% |
| Participant deferral / active EE | $9,261 | $2,914+217.9% | $4,123+124.6% | $4,139+123.7% |
| Admin fee / account holder | $44,499 | $4,643+858.3% | $5,150+764.1% | $7,234+515.1% |