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 | $1,092,662 | $183,592+495.2% | $155,567+602.4% | $145,959+648.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $43,470 | $5,315+717.9% | $4,674+830.0% | $4,661+832.7% |
| Participant deferral / active EE | $20,880 | $6,464+223.0% | $5,628+271.0% | $6,689+212.2% |
| Admin fee / account holder | $5,638 | $19,318-70.8% | $15,916-64.6% | $13,398-57.9% |