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 | $1,491,603 | $172,111+766.7% | $150,298+892.4% | $137,256+986.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 48.28% | 69.37%-21.1pp | 62.79%-14.5pp | 220.34%-172.1pp |
| Employer contribution / active EE | $6,199 | $4,636+33.7% | $4,154+49.2% | $4,156+49.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $89,104 | $16,471+441.0% | $14,116+531.2% | $12,270+626.2% |