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 | $568,286 | $125,190+353.9% | $105,624+438.0% | $145,897+289.5% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 13.37% | 225.22%-211.8pp | 116.20%-102.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $8,517 | $3,720+128.9% | $3,168+168.9% | $4,663+82.7% |
| Participant deferral / active EE | $10,656 | $5,716+86.4% | $5,013+112.6% | $6,689+59.3% |
| Admin fee / account holder | $19,633 | $17,138+14.6% | $10,961+79.1% | $13,390+46.6% |