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 | $1,156,606 | $183,592+530.0% | $155,574+643.4% | $145,877+692.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $70,976 | $5,317+1235.0% | $4,676+1418.0% | $4,663+1422.1% |
| Participant deferral / active EE | $27,844 | $6,466+330.6% | $5,629+394.6% | $6,691+316.2% |
| Admin fee / account holder | $167,592 | $19,316+767.6% | $15,914+953.1% | $13,402+1150.5% |