Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $327,746 | $160,028+104.8% | $147,080+122.8% | $145,884+124.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.88% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $6,628 | $5,286+25.4% | $4,933+34.4% | $4,662+42.2% |
| Participant deferral / active EE | $16,041 | $8,422+90.5% | $8,066+98.9% | $6,690+139.8% |
| Admin fee / account holder | $1,432 | $15,030-90.5% | $12,989-89.0% | $13,392-89.3% |