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 | $295,791 | $106,008+179.0% | $92,240+220.7% | $147,586+100.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.34% | 50.05%-33.7pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $8,743 | $4,333+101.8% | $3,680+137.6% | $4,876+79.3% |
| Participant deferral / active EE | $6,176 | $4,478+37.9% | $3,897+58.5% | $5,439+13.6% |
| Admin fee / account holder | $6,639 | $6,333+4.8% | $5,194+27.8% | $10,886-39.0% |