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 | $429,092 | $185,905+130.8% | $170,057+152.3% | $139,487+207.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.51% | 60.56%-45.1pp | 53.42%-37.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $7,033 | $7,597-7.4% | $6,790+3.6% | $4,755+47.9% |
| Participant deferral / active EE | $14,999 | $11,627+29.0% | $10,411+44.1% | $6,713+123.4% |
| Admin fee / account holder | $14,805 | $15,397-3.8% | $12,826+15.4% | $11,407+29.8% |