Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $419,955 | $85,171+393.1% | $172,753+143.1% | $72,976+475.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.44% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $7,391 | $3,324+122.4% | $5,144+43.7% | $2,440+202.9% |
| Participant deferral / active EE | $4,295 | $3,260+31.8% | $5,198-17.4% | $3,608+19.1% |
| Admin fee / account holder | $2,393 | $5,880-59.3% | $13,956-82.9% | $5,124-53.3% |