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 | $886,844 | $185,312+378.6% | $161,489+449.2% | $154,746+473.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.66% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $33,315 | $4,769+598.6% | $4,268+680.5% | $4,379+660.8% |
| Participant deferral / active EE | $22,198 | $6,350+249.6% | $5,630+294.3% | $6,730+229.8% |
| Admin fee / account holder | $8,692 | $18,654-53.4% | $16,006-45.7% | $14,365-39.5% |