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 | $679,345 | $141,001+381.8% | $112,228+505.3% | $139,487+387.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.37% | 32.75%-20.4pp | 30.23%-17.9pp | 373.84%-361.5pp |
| Employer contribution / active EE | $8,008 | $4,285+86.9% | $3,432+133.4% | $4,755+68.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,354 | $9,959-66.3% | $7,752-56.7% | $11,407-70.6% |