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 | $767,288 | $160,070+379.3% | $147,117+421.6% | $145,897+425.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.27% | 98.69%-79.4pp | 420.54%-401.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $34,367 | $5,285+550.3% | $4,932+596.7% | $4,663+637.1% |
| Participant deferral / active EE | $20,120 | $8,419+139.0% | $8,065+149.5% | $6,689+200.8% |
| Admin fee / account holder | $640 | $15,035-95.7% | $12,993-95.1% | $13,390-95.2% |