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 | $315,388 | $160,070+97.0% | $147,117+114.4% | $145,897+116.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 14.52% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,767 | $5,285-47.6% | $4,932-43.9% | $4,663-40.7% |
| Participant deferral / active EE | $14,909 | $8,419+77.1% | $8,065+84.9% | $6,689+122.9% |
| Admin fee / account holder | $73,305 | $15,035+387.6% | $12,993+464.2% | $13,390+447.4% |