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 | $942,240 | $180,459+422.1% | $154,108+511.4% | $135,380+596.0% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -3.25% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $28,900 | $6,035+378.9% | $5,298+445.5% | $4,779+504.7% |
| Participant deferral / active EE | $20,135 | $5,806+246.8% | $5,081+296.3% | $5,609+259.0% |
| Admin fee / account holder | $165,853 | $16,145+927.3% | $13,411+1136.7% | $10,828+1431.7% |