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 | $687,732 | $157,276+337.3% | $141,177+387.1% | $152,885+349.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.70% | 64.33%-45.6pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $8,386 | $5,262+59.4% | $4,736+77.1% | $4,763+76.1% |
| Participant deferral / active EE | $14,145 | $7,110+98.9% | $6,710+110.8% | $5,851+141.8% |
| Admin fee / account holder | $14,787 | $12,123+22.0% | $10,263+44.1% | $11,598+27.5% |