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 | $968,535 | $73,988+1209.0% | $96,538+903.3% | $75,177+1188.3% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.8pp | 67.2%+31.0pp |
| Annual return | 14.90% | 26.73%-11.8pp | 35.74%-20.8pp | 160.75%-145.8pp |
| Employer contribution / active EE | $10,038 | $2,930+242.6% | $3,740+168.4% | $2,671+275.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,769 | $5,220+48.8% | $6,737+15.3% | $5,651+37.5% |