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 | $1,152,424 | $167,353+588.6% | $143,797+701.4% | $134,545+756.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.53% | 0.48%+2.0pp | -0.04%+2.6pp | 418.37%-415.8pp |
| Employer contribution / active EE | $21,000 | $5,620+273.6% | $4,952+324.0% | $4,742+342.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,374 | $18,096+101.0% | $14,679+147.8% | $11,431+218.2% |