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 | $328,807 | $148,582+121.3% | $135,942+141.9% | $139,456+135.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.83% | 79.26%-62.4pp | 68.28%-51.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $4,069 | $5,245-22.4% | $4,858-16.2% | $4,753-14.4% |
| Participant deferral / active EE | $8,101 | $8,1010% | $7,759+4.4% | $6,711+20.7% |
| Admin fee / account holder | $7,041 | $12,402-43.2% | $10,764-34.6% | $11,407-38.3% |