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 | $166,242+507.7% | $165,071+512.0% | $145,884+592.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.04% | 100.44%-80.4pp | 70.17%-50.1pp | 551.85%-531.8pp |
| Employer contribution / active EE | $10,312 | $5,283+95.2% | $4,347+137.2% | $4,662+121.2% |
| Participant deferral / active EE | $30,500 | $6,964+338.0% | $6,035+405.4% | $6,690+355.9% |
| Admin fee / account holder | $13,611 | $16,658-18.3% | $12,695+7.2% | $13,392+1.6% |