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 | $308,841 | $108,226+185.4% | $77,513+298.4% | $158,950+94.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.08% | 31.67%-27.6pp | 54.81%-50.7pp | 302.91%-298.8pp |
| Employer contribution / active EE | $2,078 | $1,325+56.8% | $987+110.6% | $4,762-56.4% |
| Participant deferral / active EE | $1,727 | $2,456-29.7% | $1,861-7.2% | $5,983-71.1% |
| Admin fee / account holder | $12,122 | $3,710+226.8% | $2,859+324.0% | $11,248+7.8% |