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 | $284,836 | $160,040+78.0% | $147,096+93.6% | $145,877+95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.17% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $11,691 | $5,289+121.0% | $4,936+136.9% | $4,663+150.7% |
| Participant deferral / active EE | $7,873 | $8,429-6.6% | $8,071-2.5% | $6,691+17.7% |
| Admin fee / account holder | $100,205 | $15,050+565.8% | $13,005+670.5% | $13,402+647.7% |