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 | $269,837 | $97,732+176.1% | $83,831+221.9% | $135,380+99.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.01% | 1287.56%-1281.5pp | 850.99%-845.0pp | 519.81%-513.8pp |
| Employer contribution / active EE | $11,429 | $4,222+170.7% | $3,631+214.7% | $4,779+139.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,786 | $6,675+391.2% | $5,479+498.4% | $10,828+202.8% |