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 | $1,491,913 | $140,592+961.2% | $123,105+1111.9% | $125,389+1089.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.30% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $35,608 | $6,041+489.4% | $5,151+591.3% | $4,866+631.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24,335 | $11,198+117.3% | $9,014+170.0% | $9,541+155.1% |