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 | $334,312 | $178,174+87.6% | $156,181+114.1% | $137,256+143.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.72% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $21,451 | $4,972+331.5% | $4,294+399.6% | $4,156+416.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,396 | $17,404-86.2% | $14,586-83.6% | $12,270-80.5% |