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 | $523,853 | $160,070+227.3% | $147,117+256.1% | $145,897+259.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.98% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $8,857 | $5,285+67.6% | $4,932+79.6% | $4,663+90.0% |
| Participant deferral / active EE | $18,013 | $8,419+113.9% | $8,065+123.4% | $6,689+169.3% |
| Admin fee / account holder | $44,137 | $15,035+193.6% | $12,993+239.7% | $13,390+229.6% |