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 | $183,539+484.5% | $155,556+589.7% | $145,897+635.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $43,870 | $5,315+725.4% | $4,675+838.3% | $4,663+840.9% |
| Participant deferral / active EE | $28,013 | $6,467+333.2% | $5,631+397.5% | $6,689+318.8% |
| Admin fee / account holder | $245,189 | $19,275+1172.1% | $15,885+1443.5% | $13,390+1731.1% |