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 | $1,092,133 | $176,105+520.2% | $159,474+584.8% | $167,536+551.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.44% | 331.91%-299.5pp | 263.68%-231.2pp | 478.82%-446.4pp |
| Employer contribution / active EE | $5,889 | $5,299+11.1% | $4,831+21.9% | $4,839+21.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,393 | $12,559+54.4% | $10,802+79.5% | $12,315+57.5% |