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 | $320,518 | $105,929+202.6% | $81,926+291.2% | $158,950+101.6% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.0%-0.6pp | 82.0%-10.5pp |
| Annual return | 11.50% | 38.19%-26.7pp | 29.49%-18.0pp | 302.91%-291.4pp |
| Employer contribution / active EE | $4,178 | $7,802-46.5% | $4,310-3.1% | $4,762-12.3% |
| Participant deferral / active EE | $8,333 | $13,007-35.9% | $7,108+17.2% | $5,983+39.3% |
| Admin fee / account holder | $22,127 | $8,492+160.6% | $5,159+328.9% | $11,248+96.7% |