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 | $356,585 | $90,486+294.1% | $78,676+353.2% | $273,972+30.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $36,856 | $3,175+1060.8% | $2,850+1193.2% | $4,869+657.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $113,521 | $5,263+2056.9% | $4,510+2417.1% | $10,133+1020.4% |