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 | $1,249,842 | $123,155+914.9% | $108,753+1049.2% | $155,188+705.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.57% | 44.73%-35.2pp | 37.47%-27.9pp | 148.84%-139.3pp |
| Employer contribution / active EE | $20,000 | $2,811+611.4% | $2,427+724.2% | $4,248+370.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,116 | $12,126-49.6% | $10,320-40.7% | $14,480-57.8% |