Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,218,563 | $114,712+962.3% | $173,730+601.4% | $87,485+1292.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 44.18% | 20.18%+24.0pp | 19.96%+24.2pp | 26.06%+18.1pp |
| Employer contribution / active EE | $5,517 | $2,904+90.0% | $4,577+20.5% | $2,596+112.5% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,349 | $10,210-57.4% | $17,523-75.2% | $7,775-44.1% |