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 | $1,023,905 | $196,972+419.8% | $182,262+461.8% | $198,609+415.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.70% | 158.27%-142.6pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $30,460 | $5,364+467.9% | $5,046+503.7% | $5,055+502.5% |
| Participant deferral / active EE | $24,188 | $8,643+179.9% | $8,276+192.2% | $6,977+246.7% |
| Admin fee / account holder | $7,678 | $18,429-58.3% | $16,712-54.1% | $19,030-59.7% |