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 | $289,875 | $202,463+43.2% | $169,397+71.1% | $139,487+107.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.78% | 532.64%-513.9pp | 406.23%-387.4pp | 373.84%-355.1pp |
| Employer contribution / active EE | $14,335 | $4,694+205.4% | $4,013+257.2% | $4,755+201.5% |
| Participant deferral / active EE | $9,283 | $6,941+33.7% | $6,223+49.2% | $6,713+38.3% |
| Admin fee / account holder | $6,346 | $10,726-40.8% | $9,017-29.6% | $11,407-44.4% |