Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $583,719 | $138,076+322.8% | $123,553+372.4% | $135,380+331.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 14.02% | 153.70%-139.7pp | 119.21%-105.2pp | 519.81%-505.8pp |
| Employer contribution / active EE | $8,500 | $5,152+65.0% | $4,628+83.7% | $4,779+77.9% |
| Participant deferral / active EE | $10,284 | $6,800+51.2% | $6,426+60.0% | $5,609+83.3% |
| Admin fee / account holder | $48,851 | $10,917+347.5% | $9,284+426.2% | $10,828+351.1% |