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 | $1,121,559 | $201,259+457.3% | $184,200+508.9% | $145,959+668.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.32% | 28.98%-10.7pp | 28.80%-10.5pp | 561.95%-543.6pp |
| Employer contribution / active EE | $46,451 | $7,018+561.9% | $6,424+623.1% | $4,661+896.6% |
| Participant deferral / active EE | $24,371 | $9,806+148.5% | $9,132+166.9% | $6,689+264.4% |
| Admin fee / account holder | $55,763 | $16,372+240.6% | $13,907+301.0% | $13,398+316.2% |