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 | $252,107 | $160,059+57.5% | $140,019+80.1% | $135,379+86.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -8.76% | 911.44%-920.2pp | 651.15%-659.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $12,767 | $6,420+98.9% | $5,605+127.8% | $4,779+167.2% |
| Participant deferral / active EE | $13,807 | $7,641+80.7% | $6,927+99.3% | $5,609+146.2% |
| Admin fee / account holder | $719 | $13,328-94.6% | $10,705-93.3% | $10,828-93.4% |