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 | $1,452,539 | $227,399+538.8% | $189,758+665.5% | $198,609+631.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.55% | 61.03%-50.5pp | 52.62%-42.1pp | 202.70%-192.1pp |
| Employer contribution / active EE | $27,531 | $5,526+398.2% | $4,767+477.6% | $5,055+444.6% |
| Participant deferral / active EE | $38,013 | $6,837+456.0% | $5,856+549.1% | $6,977+444.8% |
| Admin fee / account holder | $66,358 | $25,162+163.7% | $20,388+225.5% | $19,030+248.7% |