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 | $1,168,227 | $81,358+1335.9% | $155,556+651.0% | $80,959+1343.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.93% | 33.39%-14.5pp | 64.84%-45.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $43,921 | $3,106+1313.9% | $4,675+839.4% | $2,757+1493.0% |
| Participant deferral / active EE | $23,972 | $3,455+593.8% | $5,631+325.7% | $4,300+457.4% |
| Admin fee / account holder | $154,889 | $7,994+1837.7% | $15,885+875.1% | $6,925+2136.6% |