Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $359,061 | $162,136+121.5% | $152,301+135.8% | $154,746+132.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.90% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $32,979 | $4,890+574.4% | $4,624+613.1% | $4,379+653.1% |
| Participant deferral / active EE | $22,706 | $8,341+172.2% | $8,004+183.7% | $6,730+237.4% |
| Admin fee / account holder | $331 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |