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 | $1,180,554 | $201,264+486.6% | $184,185+541.0% | $145,978+708.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.29% | 29.00%-17.7pp | 28.81%-17.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $20,155 | $7,021+187.1% | $6,426+213.7% | $4,662+332.3% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,132+122.7% | $6,690+204.0% |
| Admin fee / account holder | $2,625 | $16,376-84.0% | $13,909-81.1% | $13,400-80.4% |