Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $291,422 | $123,750+135.5% | $69,611+318.6% | $145,877+99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.60% | 192.03%-180.4pp | 101.14%-89.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $6,450 | $2,672+141.4% | $1,709+277.5% | $4,663+38.3% |
| Participant deferral / active EE | $24,000 | $4,243+465.6% | $2,891+730.3% | $6,691+258.7% |
| Admin fee / account holder | $1,836 | $7,817-76.5% | $4,696-60.9% | $13,402-86.3% |