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 | $281,738 | $209,422+34.5% | $178,503+57.8% | $158,982+77.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.98% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $11,309 | $5,707+98.2% | $5,011+125.7% | $4,763+137.4% |
| Participant deferral / active EE | $7,408 | $5,955+24.4% | $5,202+42.4% | $5,983+23.8% |
| Admin fee / account holder | $15,590 | $17,079-8.7% | $13,987+11.5% | $11,252+38.6% |