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 | $572,227 | $183,516+211.8% | $155,534+267.9% | $145,884+292.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,927 | $5,315-44.9% | $4,675-37.4% | $4,662-37.2% |
| Participant deferral / active EE | $14,813 | $6,467+129.1% | $5,630+163.1% | $6,690+121.4% |
| Admin fee / account holder | $4,440 | $19,293-77.0% | $15,900-72.1% | $13,392-66.8% |