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 | $3,060,486 | $282,059+985.1% | $213,469+1333.7% | $154,746+1877.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.38% | 20.90%-5.5pp | 20.58%-5.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $49,263 | $6,189+696.0% | $4,994+886.5% | $4,379+1025.0% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,088 | $37,435-89.1% | $27,141-84.9% | $14,365-71.5% |