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 | $743,439 | $81,358+813.8% | $155,556+377.9% | $80,959+818.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.67% | 33.39%-16.7pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $38,513 | $3,106+1139.8% | $4,675+723.7% | $2,757+1296.8% |
| Participant deferral / active EE | $18,257 | $3,455+428.4% | $5,631+224.2% | $4,300+324.5% |
| Admin fee / account holder | $131,811 | $7,994+1549.0% | $15,885+729.8% | $6,925+1803.3% |