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 | $611,667 | $227,399+169.0% | $189,758+222.3% | $198,609+208.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.76% | 61.03%-49.3pp | 52.62%-40.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $13,131 | $5,526+137.6% | $4,767+175.5% | $5,055+159.7% |
| Participant deferral / active EE | $11,103 | $6,837+62.4% | $5,856+89.6% | $6,977+59.1% |
| Admin fee / account holder | $4,925 | $25,162-80.4% | $20,388-75.8% | $19,030-74.1% |