Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,531,849 | $183,539+734.6% | $155,556+884.8% | $145,897+949.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.15% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $30,000 | $5,315+464.4% | $4,675+541.6% | $4,663+543.4% |
| Participant deferral / active EE | $20,500 | $6,467+217.0% | $5,631+264.1% | $6,689+206.5% |
| Admin fee / account holder | $3,194 | $19,275-83.4% | $15,885-79.9% | $13,390-76.1% |