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 | $691,990 | $134,817+413.3% | $123,973+458.2% | $155,188+345.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.27% | 515.49%-493.2pp | 388.13%-365.9pp | 148.84%-126.6pp |
| Employer contribution / active EE | $19,443 | $4,425+339.4% | $4,126+371.3% | $4,248+357.7% |
| Participant deferral / active EE | $20,167 | $5,706+253.4% | $5,247+284.4% | $6,531+208.8% |
| Admin fee / account holder | $31,574 | $13,245+138.4% | $11,799+167.6% | $14,480+118.1% |