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 | $2,710,031 | $111,535+2329.8% | $105,223+2475.5% | $137,256+1874.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.56% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $39,889 | $3,939+912.6% | $3,689+981.5% | $4,156+859.8% |
| Participant deferral / active EE | $20,667 | $5,500+275.8% | $5,072+307.5% | $6,407+222.6% |
| Admin fee / account holder | $184,329 | $9,721+1796.1% | $8,859+1980.7% | $12,270+1402.3% |