Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $558,133 | $165,381+237.5% | $149,730+272.8% | $158,966+251.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,278 | $5,104-55.4% | $4,645-51.0% | $4,762-52.2% |
| Participant deferral / active EE | $4,081 | $7,182-43.2% | $6,843-40.4% | $5,983-31.8% |
| Admin fee / account holder | $1,190 | $10,809-89.0% | $9,310-87.2% | $11,250-89.4% |