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 | $362,811 | $162,821+122.8% | $133,978+170.8% | $158,982+128.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.88% | 41.95%-32.1pp | 45.10%-35.2pp | 302.99%-293.1pp |
| Employer contribution / active EE | $18,198 | $4,976+265.7% | $3,919+364.4% | $4,763+282.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,056 | $11,742-39.9% | $8,930-21.0% | $11,252-37.3% |