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 | $818,045 | $103,038+693.9% | $90,324+805.7% | $152,909+435.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.32% | 95.25%-71.9pp | 78.15%-54.8pp | 345.46%-322.1pp |
| Employer contribution / active EE | $18,750 | $3,141+497.0% | $2,856+556.6% | $4,764+293.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,562 | $6,177+378.6% | $5,356+452.0% | $11,601+154.8% |