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 | $624,719 | $63,703+880.7% | $93,063+571.3% | $82,448+657.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 14.94% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $23,043 | $1,729+1233.1% | $2,476+830.6% | $2,551+803.3% |
| Participant deferral / active EE | $8,239 | $2,919+182.2% | $3,958+108.1% | $4,139+99.0% |
| Admin fee / account holder | $8,323 | $5,982+39.1% | $6,033+38.0% | $7,234+15.0% |