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 | $280,042 | $103,385+170.9% | $87,104+221.5% | $152,870+83.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.10% | 28.10%-8.0pp | 28.19%-8.1pp | 345.34%-325.2pp |
| Employer contribution / active EE | $8,731 | $3,220+171.1% | $2,521+246.3% | $4,763+83.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $44,019 | $12,192+261.0% | $7,490+487.7% | $11,597+279.6% |