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 | $548,024 | $196,972+178.2% | $182,262+200.7% | $198,609+175.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.76% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $25,133 | $5,364+368.6% | $5,046+398.1% | $5,055+397.1% |
| Participant deferral / active EE | $31,450 | $8,643+263.9% | $8,276+280.0% | $6,977+350.8% |
| Admin fee / account holder | $17,781 | $18,429-3.5% | $16,712+6.4% | $19,030-6.6% |