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 | $1,291,843 | $100,060+1191.1% | $149,721+762.8% | $70,126+1742.2% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 62.63% | 27.46%+35.2pp | 1501.67%-1439.0pp | 73.15%-10.5pp |
| Employer contribution / active EE | $14,008 | $3,661+282.6% | $5,444+157.3% | $2,343+498.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,270 | $8,285+11.9% | $11,282-17.8% | $4,645+99.6% |