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 | $289,835 | $91,179+217.9% | $178,499+62.4% | $79,852+263.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.75% | 24.19%-9.4pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $10,071 | $3,256+209.3% | $5,011+101.0% | $2,471+307.5% |
| Participant deferral / active EE | $8,358 | $3,236+158.3% | $5,202+60.7% | $3,740+123.4% |
| Admin fee / account holder | $2,890 | $6,749-57.2% | $13,986-79.3% | $5,306-45.5% |