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 | $469,650 | $105,210+346.4% | $159,487+194.5% | $85,851+447.1% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.2pp | 69.3%+26.8pp |
| Annual return | 17.64% | 45.08%-27.4pp | 263.71%-246.1pp | 318.63%-301.0pp |
| Employer contribution / active EE | $13,258 | $3,319+299.4% | $4,831+174.4% | $2,565+416.8% |
| Participant deferral / active EE | $11,986 | $5,946+101.6% | $7,354+63.0% | $3,952+203.3% |
| Admin fee / account holder | $11,136 | $6,934+60.6% | $10,804+3.1% | $6,261+77.9% |