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 | $620,169 | $65,440+847.7% | $98,506+529.6% | $85,851+622.4% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 19.63% | 21.75%-2.1pp | 1494.92%-1475.3pp | 318.63%-299.0pp |
| Employer contribution / active EE | $4,828 | $2,169+122.6% | $2,961+63.0% | $2,565+88.2% |
| Participant deferral / active EE | $13,499 | $3,168+326.1% | $4,277+215.6% | $3,952+241.5% |
| Admin fee / account holder | $18,139 | $4,596+294.7% | $5,955+204.6% | $6,261+189.7% |