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 | $1,024,386 | $165,939+517.3% | $122,354+737.2% | $147,586+594.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.56% | 34.56%-21.0pp | 30.28%-16.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $22,675 | $5,754+294.1% | $4,051+459.7% | $4,876+365.0% |
| Participant deferral / active EE | $13,250 | $4,005+230.8% | $3,287+303.1% | $5,439+143.6% |
| Admin fee / account holder | $7,109 | $7,425-4.2% | $5,479+29.8% | $10,886-34.7% |