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 | $1,257,303 | $162,812+672.2% | $133,971+838.5% | $158,966+690.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.71% | 41.94%-25.2pp | 45.09%-28.4pp | 302.95%-286.2pp |
| Employer contribution / active EE | $28,343 | $4,976+469.6% | $3,919+623.3% | $4,762+495.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,534 | $11,741-18.8% | $8,929+6.8% | $11,250-15.3% |