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 | $1,566,718 | $211,288+641.5% | $178,540+777.5% | $145,884+974.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.08% | 30.27%-18.2pp | 27.15%-15.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,443 | $4,574-24.7% | $3,953-12.9% | $4,662-26.2% |
| Participant deferral / active EE | $3,443 | $6,967-50.6% | $6,281-45.2% | $6,690-48.5% |
| Admin fee / account holder | $185,507 | $12,105+1432.4% | $10,424+1679.6% | $13,392+1285.2% |