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 | $1,094,742 | $217,432+403.5% | $185,849+489.0% | $167,536+553.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.38% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $5,155 | $5,875-12.2% | $5,169-0.3% | $4,839+6.5% |
| Participant deferral / active EE | $17,333 | $6,357+172.6% | $5,569+211.3% | $6,342+173.3% |
| Admin fee / account holder | $27,362 | $19,818+38.1% | $16,244+68.4% | $12,315+122.2% |