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 | $1,121,567 | $102,638+992.7% | $81,982+1268.1% | $158,982+605.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.99% | 61.05%-47.1pp | 41.31%-27.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $26,667 | $3,241+722.8% | $2,498+967.4% | $4,763+459.9% |
| Participant deferral / active EE | $11,833 | $4,649+154.5% | $3,722+217.9% | $5,983+97.8% |
| Admin fee / account holder | $6,414 | $8,237-22.1% | $5,665+13.2% | $11,252-43.0% |