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 | $622,110 | $105,200+491.4% | $159,474+290.1% | $85,847+624.7% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.8%+5.4pp | 69.3%+18.9pp |
| Annual return | 12.72% | 45.08%-32.4pp | 263.68%-251.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $8,416 | $3,319+153.6% | $4,831+74.2% | $2,565+228.1% |
| Participant deferral / active EE | $6,074 | $5,946+2.2% | $7,353-17.4% | $3,952+53.7% |
| Admin fee / account holder | $64,726 | $6,934+833.4% | $10,802+499.2% | $6,261+933.9% |