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 | $283,054 | $105,210+169.0% | $159,487+77.5% | $85,851+229.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.88% | 45.08%-32.2pp | 263.71%-250.8pp | 318.63%-305.8pp |
| Employer contribution / active EE | $11,394 | $3,319+243.3% | $4,831+135.8% | $2,565+344.1% |
| Participant deferral / active EE | $7,636 | $5,946+28.4% | $7,354+3.8% | $3,952+93.2% |
| Admin fee / account holder | $3,553 | $6,934-48.8% | $10,804-67.1% | $6,261-43.3% |