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 | $747,360 | $183,539+307.2% | $155,556+380.4% | $145,897+412.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.00% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,021 | $5,315-62.0% | $4,675-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $21,027 | $6,467+225.1% | $5,631+273.4% | $6,689+214.3% |
| Admin fee / account holder | $4,354 | $19,275-77.4% | $15,885-72.6% | $13,390-67.5% |