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 | $491,797 | $185,312+165.4% | $161,489+204.5% | $154,746+217.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.21% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $18,140 | $4,769+280.4% | $4,268+325.0% | $4,379+314.2% |
| Participant deferral / active EE | $14,722 | $6,350+131.8% | $5,630+161.5% | $6,730+118.7% |
| Admin fee / account holder | $6,652 | $18,654-64.3% | $16,006-58.4% | $14,365-53.7% |