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 | $1,115,619 | $239,571+365.7% | $183,328+508.5% | $137,256+712.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.91% | 35.69%-23.8pp | 29.67%-17.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $20,017 | $6,148+225.6% | $5,055+296.0% | $4,156+381.6% |
| Participant deferral / active EE | $15,397 | $7,995+92.6% | $6,795+126.6% | $6,407+140.3% |
| Admin fee / account holder | $19,373 | $30,059-35.5% | $21,427-9.6% | $12,270+57.9% |