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 | $1,098,958 | $167,353+556.7% | $143,797+664.2% | $134,545+716.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.83% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $23,718 | $5,620+322.0% | $4,952+378.9% | $4,742+400.2% |
| Participant deferral / active EE | $23,188 | $6,447+259.7% | $5,638+311.3% | $6,401+262.2% |
| Admin fee / account holder | $82,013 | $18,096+353.2% | $14,679+458.7% | $11,431+617.5% |