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 | $287,169 | $133,981+114.3% | $112,249+155.8% | $134,532+113.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.86% | 47.16%-42.3pp | 27.48%-22.6pp | 418.27%-413.4pp |
| Employer contribution / active EE | $17,387 | $4,040+330.4% | $3,636+378.2% | $4,741+266.7% |
| Participant deferral / active EE | $2,128 | $5,292-59.8% | $4,729-55.0% | $6,401-66.8% |
| Admin fee / account holder | $790 | $7,492-89.5% | $6,412-87.7% | $11,429-93.1% |