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 | $262,003 | $110,410+137.3% | $102,437+155.8% | $145,897+79.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.87% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,941 | $4,217-6.5% | $3,871+1.8% | $4,663-15.5% |
| Participant deferral / active EE | $7,231 | $5,622+28.6% | $5,060+42.9% | $6,689+8.1% |
| Admin fee / account holder | $1,471 | $9,745-84.9% | $8,388-82.5% | $13,390-89.0% |