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 | $1,072,935 | $114,013+841.1% | $103,693+934.7% | $155,188+591.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.36% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $34,822 | $3,131+1012.1% | $2,920+1092.4% | $4,248+719.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,280 | $8,407+58.0% | $7,858+69.0% | $14,480-8.3% |