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 | $676,169 | $76,368+785.4% | $67,681+899.0% | $154,746+337.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.29% | 1066.77%-1053.5pp | 590.58%-577.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $18,908 | $3,151+500.0% | $2,678+606.0% | $4,379+331.8% |
| Participant deferral / active EE | $14,625 | $4,824+203.2% | $3,976+267.9% | $6,730+117.3% |
| Admin fee / account holder | $3,750 | $8,559-56.2% | $6,100-38.5% | $14,365-73.9% |