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 | $403,982 | $124,175+225.3% | $108,405+272.7% | $167,536+141.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.87% | 1380.13%-1364.3pp | 905.55%-889.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $8,700 | $4,188+107.8% | $3,559+144.5% | $4,839+79.8% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,563+197.1% | $6,342+207.5% |
| Admin fee / account holder | $2,289 | $9,457-75.8% | $7,297-68.6% | $12,315-81.4% |