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 | $1,020,097 | $183,592+455.6% | $155,574+555.7% | $145,877+599.3% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 34.49% | 61.37%-26.9pp | 64.87%-30.4pp | 551.28%-516.8pp |
| Employer contribution / active EE | $28,707 | $5,317+439.9% | $4,676+514.0% | $4,663+515.6% |
| Participant deferral / active EE | $18,341 | $6,466+183.7% | $5,629+225.8% | $6,691+174.1% |
| Admin fee / account holder | $3,197 | $19,316-83.4% | $15,914-79.9% | $13,402-76.1% |