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 | $782,956 | $112,729+594.5% | $98,716+693.1% | $137,256+470.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 21.77% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $20,000 | $2,725+633.9% | $2,279+777.8% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23,642 | $10,129+133.4% | $8,703+171.7% | $12,270+92.7% |