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 | $1,255,331 | $172,111+629.4% | $150,298+735.2% | $137,256+814.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.49% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $39,490 | $4,636+751.8% | $4,154+850.6% | $4,156+850.2% |
| Participant deferral / active EE | $28,837 | $6,166+367.7% | $5,453+428.9% | $6,407+350.1% |
| Admin fee / account holder | $109,986 | $16,471+567.8% | $14,116+679.2% | $12,270+796.4% |