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 | $1,019,382 | $289,211+252.5% | $260,467+291.4% | $198,609+413.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.53% | 112.90%-96.4pp | 100.60%-84.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $15,003 | $4,663+221.7% | $4,239+254.0% | $5,055+196.8% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $42,802 | $16,236+163.6% | $15,461+176.8% | $19,030+124.9% |