Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,249,683 | $201,372+520.6% | $184,260+578.2% | $145,884+756.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 29.04%-10.4pp | 28.84%-10.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $5,583 | $7,024-20.5% | $6,427-13.1% | $4,662+19.7% |
| Participant deferral / active EE | $12,167 | $9,808+24.1% | $9,133+33.2% | $6,690+81.9% |
| Admin fee / account holder | $106,063 | $16,362+548.2% | $13,898+663.2% | $13,392+692.0% |