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 | $723,441 | $56,197+1187.3% | $67,652+969.4% | $59,633+1113.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 7.99% | 18508.10%-18500.1pp | 6625.40%-6617.4pp | 2041.45%-2033.5pp |
| Employer contribution / active EE | $1,623 | $1,615+0.5% | $2,266-28.4% | $2,203-26.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $121,699 | $3,958+2974.8% | $4,821+2424.5% | $4,297+2732.2% |