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 | $1,351,311 | $107,666+1155.1% | $102,184+1222.4% | $154,746+773.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.84% | 29.33%-16.5pp | 31.58%-18.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $10,500 | $3,846+173.0% | $3,594+192.2% | $4,379+139.8% |
| Participant deferral / active EE | $15,500 | $8,719+77.8% | $8,309+86.5% | $6,730+130.3% |
| Admin fee / account holder | $6,016 | $12,943-53.5% | $11,609-48.2% | $14,365-58.1% |