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 | $1,189,247 | $227,399+423.0% | $189,758+526.7% | $198,609+498.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.79% | 61.03%-49.2pp | 52.62%-40.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $11,430 | $5,526+106.8% | $4,767+139.8% | $5,055+126.1% |
| Participant deferral / active EE | $21,505 | $6,837+214.5% | $5,856+267.2% | $6,977+208.2% |
| Admin fee / account holder | $50,493 | $25,162+100.7% | $20,388+147.7% | $19,030+165.3% |