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 | $270,191 | $118,695+127.6% | $98,916+173.2% | $158,950+70.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.97% | 372.39%-362.4pp | 196.45%-186.5pp | 302.91%-292.9pp |
| Employer contribution / active EE | $16,629 | $3,333+398.9% | $2,689+518.4% | $4,762+249.2% |
| Participant deferral / active EE | $2,417 | $5,088-52.5% | $4,245-43.1% | $5,983-59.6% |
| Admin fee / account holder | $453 | $10,132-95.5% | $6,642-93.2% | $11,248-96.0% |