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 | $433,536 | $166,268+160.7% | $165,100+162.6% | $145,897+197.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.77% | 100.52%-91.7pp | 70.21%-61.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,545 | $5,284-51.8% | $4,348-41.5% | $4,663-45.4% |
| Participant deferral / active EE | $12,062 | $6,964+73.2% | $6,035+99.9% | $6,689+80.3% |
| Admin fee / account holder | $27,130 | $16,659+62.9% | $12,696+113.7% | $13,390+102.6% |