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 | $758,653 | $148,629+410.4% | $135,982+457.9% | $139,487+443.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.25% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $18,574 | $5,247+254.0% | $4,859+282.3% | $4,755+290.6% |
| Participant deferral / active EE | $23,032 | $8,102+184.3% | $7,760+196.8% | $6,713+243.1% |
| Admin fee / account holder | $41,171 | $12,406+231.9% | $10,767+282.4% | $11,407+260.9% |