Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $351,078 | $209,422+67.6% | $178,503+96.7% | $158,982+120.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.63% | 188.81%-180.2pp | 151.12%-142.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $4,541 | $5,707-20.4% | $5,011-9.4% | $4,763-4.6% |
| Participant deferral / active EE | $7,673 | $5,955+28.9% | $5,202+47.5% | $5,983+28.2% |
| Admin fee / account holder | $80,170 | $17,079+369.4% | $13,987+473.2% | $11,252+612.5% |