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 | $496,537 | $201,370+146.6% | $184,256+169.5% | $145,897+240.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.51% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $26,500 | $7,024+277.3% | $6,427+312.3% | $4,663+468.4% |
| Participant deferral / active EE | $21,850 | $9,808+122.8% | $9,133+139.2% | $6,689+226.6% |
| Admin fee / account holder | $3,580 | $16,364-78.1% | $13,899-74.2% | $13,390-73.3% |