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 | $613,932 | $127,387+381.9% | $115,038+433.7% | $125,389+389.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.06% | 31.28%-25.2pp | 26.14%-20.1pp | 282.24%-276.2pp |
| Employer contribution / active EE | $10,616 | $5,166+105.5% | $4,608+130.4% | $4,866+118.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,353 | $9,516-22.7% | $8,175-10.1% | $9,541-22.9% |