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 | $294,816 | $86,949+239.1% | $102,460+187.7% | $80,959+264.2% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.7%+24.0pp |
| Annual return | 14.23% | 18.89%-4.7pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,006 | $2,370+26.9% | $3,025-0.6% | $2,757+9.0% |
| Participant deferral / active EE | $8,507 | $4,121+106.4% | $5,056+68.2% | $4,300+97.8% |
| Admin fee / account holder | $17,019 | $8,048+111.5% | $9,460+79.9% | $6,925+145.7% |