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 | $972,669 | $175,259+455.0% | $149,723+549.6% | $139,487+597.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.06% | 166.82%-148.8pp | 134.50%-116.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $19,752 | $5,478+260.6% | $4,821+309.7% | $4,755+315.4% |
| Participant deferral / active EE | $29,063 | $6,522+345.6% | $5,682+411.4% | $6,713+333.0% |
| Admin fee / account holder | $117,203 | $16,158+625.3% | $13,215+786.9% | $11,407+927.4% |