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 | $991,065 | $75,962+1204.7% | $154,108+543.1% | $64,173+1444.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.96% | 30.32%-32.3pp | 735.21%-737.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $35,723 | $3,350+966.4% | $5,298+574.3% | $2,381+1400.5% |
| Participant deferral / active EE | $20,532 | $3,175+546.7% | $5,081+304.1% | $3,470+491.8% |
| Admin fee / account holder | $1,277 | $5,589-77.1% | $13,411-90.5% | $4,887-73.9% |