Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,047,025 | $168,635+520.9% | $147,617+609.3% | $125,389+735.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.14% | 77.65%-75.5pp | 61.98%-59.8pp | 282.24%-280.1pp |
| Employer contribution / active EE | $34,450 | $6,252+451.0% | $5,564+519.1% | $4,866+608.0% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $8,242 | $13,580-39.3% | $11,612-29.0% | $9,541-13.6% |