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 | $701,087 | $183,539+282.0% | $155,556+350.7% | $145,897+380.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 124.92% | 61.31%+63.6pp | 64.84%+60.1pp | 552.29%-427.4pp |
| Employer contribution / active EE | $6,354 | $5,315+19.5% | $4,675+35.9% | $4,663+36.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,791,267 | $19,275+14381.5% | $15,885+17471.8% | $13,390+20745.3% |