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 | $789,270 | $167,522+371.1% | $151,639+420.5% | $134,532+486.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 11.79% | 7.81%+4.0pp | 3.34%+8.4pp | 418.27%-406.5pp |
| Employer contribution / active EE | $25,081 | $6,828+267.3% | $6,165+306.8% | $4,741+429.0% |
| Participant deferral / active EE | $20,161 | $8,986+124.4% | $8,363+141.1% | $6,401+215.0% |
| Admin fee / account holder | $138,781 | $13,780+907.1% | $11,613+1095.0% | $11,429+1114.3% |