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 | $397,573 | $100,060+297.3% | $149,721+165.5% | $70,126+466.9% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.3pp | 69.5%+26.8pp |
| Annual return | 21.90% | 27.46%-5.6pp | 1501.67%-1479.8pp | 73.15%-51.2pp |
| Employer contribution / active EE | $12,543 | $3,661+242.6% | $5,444+130.4% | $2,343+435.5% |
| Participant deferral / active EE | $17,281 | $4,982+246.9% | $6,568+163.1% | $3,332+418.7% |
| Admin fee / account holder | $15,428 | $8,285+86.2% | $11,282+36.7% | $4,645+232.1% |