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 | $1,093,529 | $155,555+603.0% | $146,866+644.6% | $155,188+604.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.84% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $45,150 | $4,647+871.7% | $4,425+920.4% | $4,248+962.9% |
| Participant deferral / active EE | $8,118 | $8,044+0.9% | $7,759+4.6% | $6,531+24.3% |
| Admin fee / account holder | $5,330 | $14,755-63.9% | $13,620-60.9% | $14,480-63.2% |