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 | $329,968 | $160,070+106.1% | $147,117+124.3% | $145,897+126.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.73% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,161 | $5,285-40.2% | $4,932-35.9% | $4,663-32.2% |
| Participant deferral / active EE | $8,164 | $8,419-3.0% | $8,065+1.2% | $6,689+22.0% |
| Admin fee / account holder | $19,739 | $15,035+31.3% | $12,993+51.9% | $13,390+47.4% |