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 | $455,786 | $176,105+158.8% | $159,474+185.8% | $167,536+172.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.33% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $11,408 | $5,299+115.3% | $4,831+136.2% | $4,839+135.8% |
| Participant deferral / active EE | $17,763 | $7,751+129.2% | $7,353+141.6% | $6,342+180.1% |
| Admin fee / account holder | $43,720 | $12,559+248.1% | $10,802+304.7% | $12,315+255.0% |