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 | $1,162,527 | $211,239+450.3% | $178,528+551.2% | $145,877+696.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.98% | 30.22%-2.2pp | 27.11%+0.9pp | 551.28%-523.3pp |
| Employer contribution / active EE | $25,586 | $4,570+459.8% | $3,950+547.7% | $4,663+448.7% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $36,569 | $12,095+202.4% | $10,419+251.0% | $13,402+172.9% |