Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $568,551 | $202,463+180.8% | $169,397+235.6% | $139,487+307.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.30% | 532.64%-519.3pp | 406.23%-392.9pp | 373.84%-360.5pp |
| Employer contribution / active EE | $1,435 | $4,694-69.4% | $4,013-64.2% | $4,755-69.8% |
| Participant deferral / active EE | $11,000 | $6,941+58.5% | $6,223+76.8% | $6,713+63.9% |
| Admin fee / account holder | $24,758 | $10,726+130.8% | $9,017+174.6% | $11,407+117.0% |