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 | $492,985 | $114,013+332.4% | $103,693+375.4% | $155,188+217.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 23.20% | 49.31%-26.1pp | 47.61%-24.4pp | 148.84%-125.6pp |
| Employer contribution / active EE | $15,000 | $3,131+379.0% | $2,920+413.6% | $4,248+253.1% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,428 | $8,407+59.7% | $7,858+70.9% | $14,480-7.3% |