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 | $1,072,871 | $183,627+484.3% | $155,602+589.5% | $145,978+635.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $43,870 | $5,316+725.2% | $4,675+838.3% | $4,662+841.1% |
| Participant deferral / active EE | $28,013 | $6,466+333.3% | $5,629+397.7% | $6,690+318.8% |
| Admin fee / account holder | $245,189 | $19,327+1168.6% | $15,923+1439.8% | $13,400+1729.7% |