Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,365,775 | $135,956+904.6% | $123,894+1002.4% | $273,972+398.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.53% | 56.63%-38.1pp | 47.52%-29.0pp | 41.46%-22.9pp |
| Employer contribution / active EE | $3,432 | $5,170-33.6% | $4,617-25.7% | $4,869-29.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $59,014 | $9,817+501.1% | $8,357+606.1% | $10,133+482.4% |