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 | $348,819 | $109,327+219.1% | $89,391+290.2% | $158,931+119.5% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 11.76% | 345.68%-333.9pp | 245.62%-233.9pp | 302.86%-291.1pp |
| Employer contribution / active EE | $1,341 | $3,170-57.7% | $2,586-48.1% | $4,761-71.8% |
| Participant deferral / active EE | $11,563 | $4,598+151.5% | $3,890+197.3% | $5,982+93.3% |
| Admin fee / account holder | $18,265 | $6,153+196.8% | $4,881+274.2% | $11,247+62.4% |