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 | $587,934 | $176,105+233.9% | $159,474+268.7% | $167,536+250.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.78% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $5,845 | $5,299+10.3% | $4,831+21.0% | $4,839+20.8% |
| Participant deferral / active EE | $11,765 | $7,751+51.8% | $7,353+60.0% | $6,342+85.5% |
| Admin fee / account holder | $33,986 | $12,559+170.6% | $10,802+214.6% | $12,315+176.0% |