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 | $335,244 | $180,749+85.5% | $160,784+108.5% | $137,256+144.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.04% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,647 | $4,155-60.4% | $3,733-55.9% | $4,156-60.4% |
| Participant deferral / active EE | $10,434 | $6,844+52.4% | $6,293+65.8% | $6,407+62.9% |
| Admin fee / account holder | $3,922 | $10,397-62.3% | $9,717-59.6% | $12,270-68.0% |