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 | $1,721,991 | $159,978+976.4% | $147,041+1071.1% | $145,978+1079.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.68% | 98.36%-74.7pp | 419.21%-395.5pp | 550.52%-526.8pp |
| Employer contribution / active EE | $1,506 | $5,288-71.5% | $4,935-69.5% | $4,662-67.7% |
| Participant deferral / active EE | $10,790 | $8,429+28.0% | $8,071+33.7% | $6,690+61.3% |
| Admin fee / account holder | $8,914 | $15,053-40.8% | $13,006-31.5% | $13,400-33.5% |