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 | $316,320 | $118,708+166.5% | $98,920+219.8% | $158,982+99.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 68.90% | 372.49%-303.6pp | 196.47%-127.6pp | 302.99%-234.1pp |
| Employer contribution / active EE | $9,560 | $3,334+186.7% | $2,689+255.5% | $4,763+100.7% |
| Participant deferral / active EE | $9,211 | $5,089+81.0% | $4,245+117.0% | $5,983+53.9% |
| Admin fee / account holder | $859 | $10,134-91.5% | $6,643-87.1% | $11,252-92.4% |