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 | $1,490,906 | $227,633+555.0% | $189,597+686.4% | $167,553+789.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.96% | 78.45%-43.5pp | 64.20%-29.2pp | 478.89%-443.9pp |
| Employer contribution / active EE | $19,799 | $5,317+272.4% | $4,412+348.7% | $4,840+309.1% |
| Participant deferral / active EE | $7,800 | $7,003+11.4% | $6,174+26.3% | $6,343+23.0% |
| Admin fee / account holder | $13,445 | $11,879+13.2% | $9,807+37.1% | $12,316+9.2% |