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 | $1,021,219 | $223,823+356.3% | $211,142+383.7% | $154,746+559.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.93% | 50.39%-35.5pp | 46.84%-31.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $12,483 | $6,787+83.9% | $6,442+93.8% | $4,379+185.1% |
| Participant deferral / active EE | $37,675 | $9,750+286.4% | $9,284+305.8% | $6,730+459.8% |
| Admin fee / account holder | $278,986 | $19,707+1315.7% | $19,076+1362.5% | $14,365+1842.1% |