Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $883,162 | $124,425+609.8% | $112,040+688.3% | $137,256+543.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.89% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,971 | $5,718+74.4% | $5,098+95.6% | $6,407+55.6% |
| Admin fee / account holder | $57,293 | $15,207+276.8% | $12,098+373.6% | $12,270+366.9% |