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 | $1,164,988 | $201,372+478.5% | $184,260+532.3% | $145,884+698.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.10% | 29.04%-18.9pp | 28.84%-18.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $53,667 | $7,024+664.1% | $6,427+735.0% | $4,662+1051.1% |
| Participant deferral / active EE | $17,833 | $9,808+81.8% | $9,133+95.3% | $6,690+166.6% |
| Admin fee / account holder | $13,564 | $16,362-17.1% | $13,898-2.4% | $13,392+1.3% |