Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,244,855 | $160,070+1302.4% | $147,117+1425.9% | $145,897+1438.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 98.69%-78.5pp | 420.54%-400.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $60,000 | $5,285+1035.4% | $4,932+1116.4% | $4,663+1186.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $94,372 | $15,035+527.7% | $12,993+626.3% | $13,390+604.8% |