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 | $489,927 | $166,020+195.1% | $164,866+197.2% | $145,959+235.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.94% | 100.08%-83.1pp | 69.97%-53.0pp | 561.95%-545.0pp |
| Employer contribution / active EE | $21,573 | $5,275+309.0% | $4,343+396.8% | $4,661+362.9% |
| Participant deferral / active EE | $7,109 | $6,961+2.1% | $6,033+17.8% | $6,689+6.3% |
| Admin fee / account holder | $15,487 | $16,644-7.0% | $12,689+22.0% | $13,398+15.6% |