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 | $1,599,416 | $90,486+1667.6% | $78,676+1932.9% | $273,972+483.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.23% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $29,000 | $3,175+813.4% | $2,850+917.5% | $4,869+495.6% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $1,218 | $5,263-76.9% | $4,510-73.0% | $10,133-88.0% |