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 | $366,869 | $88,754+313.4% | $81,820+348.4% | $145,877+151.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 18.49% | 1031.77%-1013.3pp | 777.93%-759.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,966 | $3,085+28.6% | $2,915+36.1% | $4,663-14.9% |
| Participant deferral / active EE | $4,482 | $4,648-3.6% | $4,323+3.7% | $6,691-33.0% |
| Admin fee / account holder | $45,723 | $8,424+442.8% | $7,391+518.7% | $13,402+241.2% |