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 | $411,560 | $165,399+148.8% | $149,745+174.8% | $158,982+158.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.74% | 348.34%-329.6pp | 276.72%-258.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,500 | $5,105-51.0% | $4,646-46.2% | $4,763-47.5% |
| Participant deferral / active EE | $2,980 | $7,183-58.5% | $6,843-56.5% | $5,983-50.2% |
| Admin fee / account holder | $3,671 | $10,811-66.0% | $9,312-60.6% | $11,252-67.4% |