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 | $1,116,255 | $223,823+398.7% | $211,142+428.7% | $154,746+621.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.95% | 50.39%-39.4pp | 46.84%-35.9pp | 172.34%-161.4pp |
| Employer contribution / active EE | $13,577 | $6,787+100.1% | $6,442+110.7% | $4,379+210.0% |
| Participant deferral / active EE | $37,127 | $9,750+280.8% | $9,284+299.9% | $6,730+451.6% |
| Admin fee / account holder | $1,565,328 | $19,707+7843.0% | $19,076+8105.8% | $14,365+10796.6% |