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 | $561,560 | $148,623+277.8% | $135,974+313.0% | $139,466+302.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.80% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,500 | $5,246-52.3% | $4,859-48.5% | $4,754-47.4% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $5,414 | $12,406-56.4% | $10,767-49.7% | $11,409-52.5% |