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 | $431,315 | $95,895+349.8% | $79,576+442.0% | $134,509+220.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.65% | -2.72%+6.4pp | 0.15%+3.5pp | 418.13%-414.5pp |
| Employer contribution / active EE | $6,667 | $3,128+113.1% | $2,413+176.3% | $4,741+40.6% |
| Participant deferral / active EE | $8,719 | $4,693+85.8% | $3,985+118.8% | $6,400+36.2% |
| Admin fee / account holder | $3,033 | $9,129-66.8% | $6,834-55.6% | $11,427-73.5% |