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 | $387,867 | $102,382+278.8% | $147,005+163.8% | $80,874+379.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 28.16% | 134.89%-106.7pp | 418.76%-390.6pp | 35.62%-7.5pp |
| Employer contribution / active EE | $9,987 | $3,715+168.8% | $4,934+102.4% | $2,756+262.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,291 | $7,942-46.0% | $13,006-67.0% | $6,935-38.1% |