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 | $866,525 | $175,231+394.5% | $149,696+478.9% | $139,466+521.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.65% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $53,500 | $5,478+876.6% | $4,821+1009.8% | $4,754+1025.4% |
| Participant deferral / active EE | $14,167 | $6,521+117.2% | $5,682+149.3% | $6,712+111.1% |
| Admin fee / account holder | $268,543 | $16,155+1562.3% | $13,212+1932.6% | $11,409+2253.8% |