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 | $436,730 | $106,749+309.1% | $145,433+200.3% | $82,448+429.7% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.2pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $9,001 | $3,444+161.3% | $4,554+97.6% | $2,551+252.8% |
| Participant deferral / active EE | $16,680 | $6,519+155.9% | $7,897+111.2% | $4,139+303.0% |
| Admin fee / account holder | $20,375 | $8,390+142.8% | $13,129+55.2% | $7,234+181.6% |