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 | $403,548 | $197,625+104.2% | $177,840+126.9% | $158,966+153.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.78% | 58.76%-39.0pp | 48.32%-28.5pp | 302.95%-283.2pp |
| Employer contribution / active EE | $11,866 | $6,698+77.2% | $5,919+100.5% | $4,762+149.2% |
| Participant deferral / active EE | $18,675 | $8,405+122.2% | $7,714+142.1% | $5,983+212.1% |
| Admin fee / account holder | $4,051 | $15,405-73.7% | $12,431-67.4% | $11,250-64.0% |