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 | $1,078,961 | $211,946+409.1% | $169,452+536.7% | $135,380+697.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.36% | 3.26%-0.9pp | 1.83%+0.5pp | 519.81%-517.4pp |
| Employer contribution / active EE | $6,937 | $5,117+35.6% | $4,157+66.9% | $4,779+45.2% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $11,862 | $11,472+3.4% | $9,110+30.2% | $10,828+9.6% |