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 | $2,963,893 | $208,088+1324.3% | $186,193+1491.8% | $154,746+1815.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.47% | 89.97%-78.5pp | 78.03%-66.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $29,634 | $4,340+582.8% | $3,918+656.3% | $4,379+576.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $36,897 | $11,698+215.4% | $11,058+233.7% | $14,365+156.8% |