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 | $723,898 | $198,457+264.8% | $170,435+324.7% | $147,586+390.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.02% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $26,280 | $6,183+325.0% | $5,432+383.8% | $4,876+438.9% |
| Participant deferral / active EE | $15,767 | $5,629+180.1% | $4,939+219.2% | $5,439+189.9% |
| Admin fee / account holder | $97,540 | $16,852+478.8% | $13,881+602.7% | $10,886+796.0% |