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 | $896,725 | $106,749+740.0% | $145,433+516.6% | $82,448+987.6% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.1%+12.4pp | 68.1%+26.5pp |
| Annual return | 15.16% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $19,131 | $3,444+455.4% | $4,554+320.0% | $2,551+649.9% |
| Participant deferral / active EE | $13,293 | $6,519+103.9% | $7,897+68.3% | $4,139+221.1% |
| Admin fee / account holder | $17,672 | $8,390+110.6% | $13,129+34.6% | $7,234+144.3% |