Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,153,476 | $110,337+945.4% | $102,383+1026.6% | $145,877+690.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.52% | 24.83%+6.7pp | 24.94%+6.6pp | 551.28%-519.8pp |
| Employer contribution / active EE | $90,000 | $4,216+2034.7% | $3,870+2225.4% | $4,663+1830.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,300 | $9,750+108.2% | $8,391+141.9% | $13,402+51.5% |