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 | $1,122,048 | $223,823+401.3% | $211,142+431.4% | $154,746+625.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.85% | 50.39%-26.5pp | 46.84%-23.0pp | 172.34%-148.5pp |
| Employer contribution / active EE | $62,525 | $6,787+821.3% | $6,442+870.6% | $4,379+1327.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,668 | $19,707+10.0% | $19,076+13.6% | $14,365+50.8% |