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 | $1,229,138 | $211,288+481.7% | $178,540+588.4% | $145,884+742.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.52% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $14,737 | $4,574+222.2% | $3,953+272.8% | $4,662+216.1% |
| Participant deferral / active EE | $10,265 | $6,967+47.3% | $6,281+63.4% | $6,690+53.4% |
| Admin fee / account holder | $40,063 | $12,105+231.0% | $10,424+284.3% | $13,392+199.2% |