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 | $533,931 | $183,539+190.9% | $155,556+243.2% | $145,897+266.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $17,993 | $5,315+238.5% | $4,675+284.8% | $4,663+285.9% |
| Participant deferral / active EE | $13,485 | $6,467+108.5% | $5,631+139.5% | $6,689+101.6% |
| Admin fee / account holder | $32,524 | $19,275+68.7% | $15,885+104.7% | $13,390+142.9% |