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 | $382,583 | $148,582+157.5% | $135,942+181.4% | $139,456+174.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.49% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $11,959 | $5,245+128.0% | $4,858+146.2% | $4,753+151.6% |
| Participant deferral / active EE | $11,458 | $8,101+41.4% | $7,759+47.7% | $6,711+70.7% |
| Admin fee / account holder | $12,362 | $12,402-0.3% | $10,764+14.8% | $11,407+8.4% |