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 | $1,239,611 | $185,312+568.9% | $161,489+667.6% | $154,746+701.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.55% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,379 | $4,769-71.1% | $4,268-67.7% | $4,379-68.5% |
| Participant deferral / active EE | $4,217 | $6,350-33.6% | $5,630-25.1% | $6,730-37.3% |
| Admin fee / account holder | $38,654 | $18,654+107.2% | $16,006+141.5% | $14,365+169.1% |