Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,163,759 | $102,624+1034.0% | $86,200+1250.1% | $139,427+734.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1922.69%-1910.8pp | 1168.58%-1156.7pp | 373.27%-361.4pp |
| Employer contribution / active EE | $17,933 | $3,033+491.3% | $2,381+653.3% | $4,752+277.4% |
| Participant deferral / active EE | $10,000 | $4,676+113.9% | $3,986+150.9% | $6,711+49.0% |
| Admin fee / account holder | $9,433 | $8,658+9.0% | $6,853+37.7% | $11,404-17.3% |