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 | $1,183,769 | $115,810+922.2% | $101,271+1068.9% | $158,966+644.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.98% | 56.15%-29.2pp | 46.48%-19.5pp | 302.95%-276.0pp |
| Employer contribution / active EE | $56,000 | $4,175+1241.2% | $3,660+1430.0% | $4,762+1075.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,172 | $7,248+26.5% | $5,948+54.2% | $11,250-18.5% |