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 | $1,138,155 | $212,777+434.9% | $173,703+555.2% | $198,609+473.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.83% | 18.82%-6.0pp | 17.46%-4.6pp | 202.70%-189.9pp |
| Employer contribution / active EE | $15,573 | $5,214+198.7% | $4,288+263.2% | $5,055+208.1% |
| Participant deferral / active EE | $13,828 | $5,697+142.7% | $4,854+184.9% | $6,977+98.2% |
| Admin fee / account holder | $22,968 | $19,536+17.6% | $15,562+47.6% | $19,030+20.7% |