Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,390,282 | $209,336+1041.8% | $197,124+1112.6% | $137,256+1641.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.50% | 48.09%-23.6pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $22,175 | $6,591+236.5% | $6,227+256.1% | $4,156+433.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $121,291 | $17,308+600.8% | $16,298+644.2% | $12,270+888.5% |