Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $316,828 | $160,028+98.0% | $147,080+115.4% | $145,884+117.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.0pp |
| Employer contribution / active EE | $46,000 | $5,286+770.3% | $4,933+832.4% | $4,662+886.6% |
| Participant deferral / active EE | $26,750 | $8,422+217.6% | $8,066+231.6% | $6,690+299.9% |
| Admin fee / account holder | $1,230 | $15,030-91.8% | $12,989-90.5% | $13,392-90.8% |