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 | $293,580 | $183,539+60.0% | $155,556+88.7% | $145,897+101.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $18,912 | $5,315+255.8% | $4,675+304.5% | $4,663+305.6% |
| Participant deferral / active EE | $3,419 | $6,467-47.1% | $5,631-39.3% | $6,689-48.9% |
| Admin fee / account holder | $12,398 | $19,275-35.7% | $15,885-21.9% | $13,390-7.4% |