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 | $1,215,080 | $129,737+836.6% | $119,126+920.0% | $154,746+685.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.20% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $15,118 | $4,375+245.5% | $4,034+274.8% | $4,379+245.2% |
| Participant deferral / active EE | $12,488 | $5,842+113.8% | $5,318+134.8% | $6,730+85.5% |
| Admin fee / account holder | $6,557 | $11,961-45.2% | $10,693-38.7% | $14,365-54.4% |