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 | $764,734 | $175,231+336.4% | $149,696+410.9% | $139,466+448.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.24% | 166.77%-131.5pp | 134.46%-99.2pp | 373.66%-338.4pp |
| Employer contribution / active EE | $8,966 | $5,478+63.7% | $4,821+86.0% | $4,754+88.6% |
| Participant deferral / active EE | $11,012 | $6,521+68.9% | $5,682+93.8% | $6,712+64.1% |
| Admin fee / account holder | $2,934 | $16,155-81.8% | $13,212-77.8% | $11,409-74.3% |