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 | $621,424 | $168,635+268.5% | $147,617+321.0% | $125,389+395.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.24% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $28,823 | $6,252+361.0% | $5,564+418.0% | $4,866+492.3% |
| Participant deferral / active EE | $17,455 | $5,507+217.0% | $4,895+256.6% | $5,352+226.2% |
| Admin fee / account holder | $5,448 | $13,580-59.9% | $11,612-53.1% | $9,541-42.9% |