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 | $1,296,721 | $183,539+606.5% | $155,556+733.6% | $145,897+788.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $40,597 | $5,315+663.8% | $4,675+768.3% | $4,663+770.7% |
| Participant deferral / active EE | $22,679 | $6,467+250.7% | $5,631+302.8% | $6,689+239.0% |
| Admin fee / account holder | $7,899 | $19,275-59.0% | $15,885-50.3% | $13,390-41.0% |