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 | $550,277 | $105,145+423.4% | $94,664+481.3% | $139,466+294.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.00% | 38.09%-25.1pp | 156.84%-143.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $36,485 | $4,107+788.3% | $3,673+893.3% | $4,754+667.5% |
| Participant deferral / active EE | $3,750 | $7,599-50.6% | $7,417-49.4% | $6,712-44.1% |
| Admin fee / account holder | $4,460 | $8,972-50.3% | $7,222-38.2% | $11,409-60.9% |