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 | $262,698 | $160,028+64.2% | $147,080+78.6% | $145,884+80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.96% | 98.60%-76.6pp | 420.17%-398.2pp | 551.85%-529.9pp |
| Employer contribution / active EE | $5,084 | $5,286-3.8% | $4,933+3.1% | $4,662+9.0% |
| Participant deferral / active EE | $7,707 | $8,422-8.5% | $8,066-4.5% | $6,690+15.2% |
| Admin fee / account holder | $5,063 | $15,030-66.3% | $12,989-61.0% | $13,392-62.2% |