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 | $534,818 | $157,304+240.0% | $141,197+278.8% | $152,909+249.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.34% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $23,962 | $5,263+355.3% | $4,736+405.9% | $4,764+403.0% |
| Participant deferral / active EE | $10,333 | $7,111+45.3% | $6,710+54.0% | $5,851+76.6% |
| Admin fee / account holder | $7,788 | $12,126-35.8% | $10,265-24.1% | $11,601-32.9% |