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 | $314,159 | $166,242+89.0% | $165,071+90.3% | $145,884+115.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 100.44%-90.0pp | 70.17%-59.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $17,308 | $5,283+227.6% | $4,347+298.1% | $4,662+271.2% |
| Participant deferral / active EE | $10,533 | $6,964+51.2% | $6,035+74.5% | $6,690+57.5% |
| Admin fee / account holder | $43,162 | $16,658+159.1% | $12,695+240.0% | $13,392+222.3% |