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 | $1,025,402 | $156,616+554.7% | $133,346+669.0% | $198,609+416.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.48% | 44.25%-36.8pp | 36.85%-29.4pp | 202.70%-195.2pp |
| Employer contribution / active EE | $1,713 | $3,368-49.1% | $2,853-40.0% | $5,055-66.1% |
| Participant deferral / active EE | $16,350 | $4,920+232.3% | $4,332+277.4% | $6,977+134.3% |
| Admin fee / account holder | $54,252 | $17,468+210.6% | $14,264+280.3% | $19,030+185.1% |