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 | $602,557 | $99,875+503.3% | $146,866+310.3% | $86,983+592.7% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.5%+21.2pp |
| Annual return | 15.80% | 28.10%-12.3pp | 102.85%-87.1pp | 25.83%-10.0pp |
| Employer contribution / active EE | $22,477 | $3,224+597.1% | $4,425+408.0% | $2,584+769.7% |
| Participant deferral / active EE | $15,199 | $6,322+140.4% | $7,759+95.9% | $4,194+262.4% |
| Admin fee / account holder | $54,704 | $7,838+597.9% | $13,620+301.6% | $7,856+596.3% |