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 | $309,274 | $166,131+86.2% | $164,975+87.5% | $145,877+112.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.72% | 100.37%-88.6pp | 70.12%-58.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,664 | $5,276-30.5% | $4,343-15.6% | $4,663-21.4% |
| Participant deferral / active EE | $12,813 | $6,962+84.0% | $6,033+112.4% | $6,691+91.5% |
| Admin fee / account holder | $59,893 | $16,648+259.8% | $12,688+372.0% | $13,402+346.9% |