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 | $1,318,531 | $185,905+609.2% | $170,057+675.3% | $139,487+845.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.31% | 60.56%-46.3pp | 53.42%-39.1pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,640 | $7,597-65.3% | $6,790-61.1% | $4,755-44.5% |
| Participant deferral / active EE | $19,453 | $11,627+67.3% | $10,411+86.9% | $6,713+189.8% |
| Admin fee / account holder | $2,549 | $15,397-83.4% | $12,826-80.1% | $11,407-77.7% |