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 | $729,349 | $115,814+529.8% | $101,275+620.2% | $158,982+358.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.55% | 56.16%-38.6pp | 46.48%-28.9pp | 302.99%-285.4pp |
| Employer contribution / active EE | $18,587 | $4,176+345.1% | $3,660+407.8% | $4,763+290.2% |
| Participant deferral / active EE | $18,494 | $4,958+273.0% | $4,371+323.1% | $5,983+209.1% |
| Admin fee / account holder | $1,582 | $7,249-78.2% | $5,948-73.4% | $11,252-85.9% |