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 | $517,488 | $185,312+179.3% | $161,489+220.4% | $154,746+234.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.61% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $12,971 | $4,769+172.0% | $4,268+203.9% | $4,379+196.2% |
| Participant deferral / active EE | $20,755 | $6,350+226.9% | $5,630+268.7% | $6,730+208.4% |
| Admin fee / account holder | $5,707 | $18,654-69.4% | $16,006-64.3% | $14,365-60.3% |