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 | $348,292 | $159,934+117.8% | $147,005+136.9% | $145,959+138.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.88% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $21,948 | $5,287+315.1% | $4,934+344.8% | $4,661+370.9% |
| Participant deferral / active EE | $43,895 | $8,427+420.9% | $8,070+443.9% | $6,689+556.3% |
| Admin fee / account holder | $4,729 | $15,053-68.6% | $13,006-63.6% | $13,398-64.7% |