Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $961,088 | $183,592+423.5% | $155,574+517.8% | $145,877+558.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $7,275 | $5,317+36.8% | $4,676+55.6% | $4,663+56.0% |
| Participant deferral / active EE | $15,460 | $6,466+139.1% | $5,629+174.6% | $6,691+131.1% |
| Admin fee / account holder | $39,627 | $19,316+105.2% | $15,914+149.0% | $13,402+195.7% |