Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $450,601 | $196,972+128.8% | $182,262+147.2% | $198,609+126.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.54% | 158.27%-143.7pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $9,015 | $5,364+68.1% | $5,046+78.7% | $5,055+78.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,139 | $18,429-77.5% | $16,712-75.2% | $19,030-78.3% |