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 | $675,533 | $88,778+660.9% | $81,844+725.4% | $145,884+363.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.97% | 1033.03%-1008.1pp | 778.87%-753.9pp | 551.85%-526.9pp |
| Employer contribution / active EE | $25,965 | $3,087+741.1% | $2,916+790.3% | $4,662+456.9% |
| Participant deferral / active EE | $12,658 | $4,648+172.3% | $4,323+192.8% | $6,690+89.2% |
| Admin fee / account holder | $126,002 | $8,430+1394.7% | $7,355+1613.0% | $13,392+840.9% |