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 | $1,316,571 | $118,680+1009.3% | $98,910+1231.1% | $158,931+728.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.38% | 372.35%-363.0pp | 196.44%-187.1pp | 302.86%-293.5pp |
| Employer contribution / active EE | $14,795 | $3,333+343.9% | $2,689+450.2% | $4,761+210.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,789 | $10,131-42.9% | $6,642-12.8% | $11,247-48.5% |