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 | $252,503 | $63,346+298.6% | $92,240+173.7% | $70,126+260.1% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 12.58% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $10,613 | $2,471+329.5% | $3,680+188.4% | $2,343+353.1% |
| Participant deferral / active EE | $7,248 | $2,854+154.0% | $3,897+86.0% | $3,332+117.5% |
| Admin fee / account holder | $3,495 | $3,841-9.0% | $5,194-32.7% | $4,645-24.8% |