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 | $435,431 | $161,352+169.9% | $134,172+224.5% | $137,256+217.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.33% | 28.72%-14.4pp | 25.30%-11.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,499 | $4,099-39.0% | $3,420-26.9% | $4,156-39.9% |
| Participant deferral / active EE | $7,213 | $5,552+29.9% | $4,690+53.8% | $6,407+12.6% |
| Admin fee / account holder | $2,282 | $15,028-84.8% | $12,016-81.0% | $12,270-81.4% |