Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,010,953 | $108,911+828.2% | $100,392+907.0% | $145,884+593.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $51,750 | $4,420+1070.9% | $3,941+1213.0% | $4,662+1010.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,957 | $9,698-38.6% | $7,904-24.6% | $13,392-55.5% |