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 | $1,326,779 | $254,759+420.8% | $216,567+512.6% | $198,609+568.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.82% | 10.04%+3.8pp | 12.94%+0.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $40,677 | $6,096+567.2% | $5,216+679.9% | $5,055+704.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17,456 | $26,311-33.7% | $21,981-20.6% | $19,030-8.3% |