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 | $1,010,218 | $166,089+508.2% | $164,928+512.5% | $145,978+592.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.04% | 100.26%-80.2pp | 70.08%-50.0pp | 550.52%-530.5pp |
| Employer contribution / active EE | $10,312 | $5,276+95.4% | $4,343+137.4% | $4,662+121.2% |
| Participant deferral / active EE | $30,500 | $6,961+338.1% | $6,034+405.5% | $6,690+355.9% |
| Admin fee / account holder | $13,611 | $16,641-18.2% | $12,684+7.3% | $13,400+1.6% |