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 | $334,719 | $159,934+109.3% | $147,005+127.7% | $145,959+129.3% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.17% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,159 | $5,287-59.2% | $4,934-56.3% | $4,661-53.7% |
| Participant deferral / active EE | $9,945 | $8,427+18.0% | $8,070+23.2% | $6,689+48.7% |
| Admin fee / account holder | $70,751 | $15,053+370.0% | $13,006+444.0% | $13,398+428.1% |