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 | $253,989 | $109,967+131.0% | $97,197+161.3% | $145,877+74.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.67% | 244.27%-235.6pp | 75.47%-66.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $12,514 | $3,077+306.7% | $2,723+359.6% | $4,663+168.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,300 | $6,199+1.6% | $5,637+11.8% | $13,402-53.0% |