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 | $371,737 | $160,028+132.3% | $147,080+152.7% | $145,884+154.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 28.71% | 98.60%-69.9pp | 420.17%-391.5pp | 551.85%-523.1pp |
| Employer contribution / active EE | $9,768 | $5,286+84.8% | $4,933+98.0% | $4,662+109.5% |
| Participant deferral / active EE | $6,570 | $8,422-22.0% | $8,066-18.6% | $6,690-1.8% |
| Admin fee / account holder | $968 | $15,030-93.6% | $12,989-92.5% | $13,392-92.8% |