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 | $1,249,842 | $124,980+900.0% | $108,359+1053.4% | $154,746+707.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.57% | 45.00%-35.4pp | 36.89%-27.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $20,000 | $2,851+601.6% | $2,399+733.5% | $4,379+356.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,116 | $11,502-46.8% | $9,741-37.2% | $14,365-57.4% |