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 | $628,040 | $117,846+432.9% | $102,434+513.1% | $145,884+330.5% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 15.15% | 31.90%-16.8pp | 29.46%-14.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $8,961 | $3,615+147.9% | $3,023+196.4% | $4,662+92.2% |
| Participant deferral / active EE | $20,880 | $5,733+264.2% | $5,055+313.1% | $6,690+212.1% |
| Admin fee / account holder | $71,452 | $13,356+435.0% | $9,462+655.1% | $13,392+433.5% |