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 | $298,735 | $160,028+86.7% | $147,080+103.1% | $145,884+104.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.65% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $18,119 | $5,286+242.8% | $4,933+267.3% | $4,662+288.6% |
| Participant deferral / active EE | $15,684 | $8,422+86.2% | $8,066+94.4% | $6,690+134.4% |
| Admin fee / account holder | $7,502 | $15,030-50.1% | $12,989-42.2% | $13,392-44.0% |