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 | $1,217,534 | $227,399+435.4% | $189,758+541.6% | $198,609+513.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.52% | 61.03%-49.5pp | 52.62%-41.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $16,540 | $5,526+199.3% | $4,767+247.0% | $5,055+227.2% |
| Participant deferral / active EE | $30,992 | $6,837+353.3% | $5,856+429.2% | $6,977+344.2% |
| Admin fee / account holder | $8,342 | $25,162-66.8% | $20,388-59.1% | $19,030-56.2% |