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 | $1,427,288 | $95,404+1396.0% | $113,397+1158.7% | $82,637+1627.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 33.48% | 19.08%+14.4pp | 23.20%+10.3pp | 53.51%-20.0pp |
| Employer contribution / active EE | $26,824 | $2,307+1062.9% | $2,977+801.0% | $2,552+951.0% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $124,417 | $9,168+1257.1% | $11,957+940.6% | $7,339+1595.3% |