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 | $381,117 | $201,372+89.3% | $184,260+106.8% | $145,884+161.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,268 | $9,808+157.6% | $9,133+176.7% | $6,690+277.7% |
| Admin fee / account holder | $32,627 | $16,362+99.4% | $13,898+134.8% | $13,392+143.6% |