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 | $1,321,461 | $134,817+880.2% | $123,973+965.9% | $155,188+751.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.11% | 515.49%-499.4pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $12,457 | $4,425+181.5% | $4,126+201.9% | $4,248+193.2% |
| Participant deferral / active EE | $3,934 | $5,706-31.1% | $5,247-25.0% | $6,531-39.8% |
| Admin fee / account holder | $346 | $13,245-97.4% | $11,799-97.1% | $14,480-97.6% |