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 | $1,045,045 | $190,916+447.4% | $160,037+553.0% | $134,545+676.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.85% | 552.79%-561.6pp | 408.95%-417.8pp | 418.37%-427.2pp |
| Employer contribution / active EE | $11,000 | $4,996+120.2% | $4,226+160.3% | $4,742+132.0% |
| Participant deferral / active EE | $13,375 | $6,925+93.1% | $6,184+116.3% | $6,401+108.9% |
| Admin fee / account holder | $12,644 | $10,497+20.5% | $8,716+45.1% | $11,431+10.6% |