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 | $362,217 | $105,210+244.3% | $159,487+127.1% | $85,851+321.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.39% | 45.08%-27.7pp | 263.71%-246.3pp | 318.63%-301.2pp |
| Employer contribution / active EE | $8,784 | $3,319+164.6% | $4,831+81.8% | $2,565+242.4% |
| Participant deferral / active EE | $10,275 | $5,946+72.8% | $7,354+39.7% | $3,952+160.0% |
| Admin fee / account holder | $6,650 | $6,934-4.1% | $10,804-38.4% | $6,261+6.2% |