Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,235,743 | $201,344+513.7% | $184,243+570.7% | $145,877+747.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.09% | 29.01%-5.9pp | 28.82%-5.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $45,610 | $7,022+549.5% | $6,427+609.7% | $4,663+878.1% |
| Participant deferral / active EE | $11,930 | $9,807+21.6% | $9,132+30.6% | $6,691+78.3% |
| Admin fee / account holder | $47,411 | $16,382+189.4% | $13,914+240.8% | $13,402+253.8% |