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 | $531,187 | $217,427+144.3% | $185,837+185.8% | $167,518+217.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.40% | 148.39%-115.0pp | 122.08%-88.7pp | 478.71%-445.3pp |
| Employer contribution / active EE | $17,500 | $5,874+197.9% | $5,168+238.6% | $4,838+261.7% |
| Participant deferral / active EE | $23,833 | $6,357+274.9% | $5,568+328.0% | $6,342+275.8% |
| Admin fee / account holder | $2,683 | $19,816-86.5% | $16,241-83.5% | $12,312-78.2% |