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 | $490,710 | $102,385+379.3% | $147,080+233.6% | $80,935+506.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.13% | 135.09%-119.0pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $2,710 | $3,717-27.1% | $4,933-45.1% | $2,757-1.7% |
| Participant deferral / active EE | $16,786 | $6,651+152.4% | $8,066+108.1% | $4,299+290.4% |
| Admin fee / account holder | $20,819 | $7,951+161.8% | $12,989+60.3% | $6,924+200.7% |