Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,189,607 | $108,911+992.3% | $100,392+1085.0% | $145,884+715.4% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 12.60% | 58.23%-45.6pp | 49.45%-36.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $27,396 | $4,420+519.8% | $3,941+595.1% | $4,662+487.6% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,781 | $9,698+165.8% | $7,904+226.2% | $13,392+92.5% |