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 | $1,137,152 | $227,291+400.3% | $214,702+429.6% | $155,188+632.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.77% | 60.08%-36.3pp | 54.55%-30.8pp | 148.84%-125.1pp |
| Employer contribution / active EE | $5,053 | $6,772-25.4% | $6,461-21.8% | $4,248+19.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $53,792 | $20,413+163.5% | $19,830+171.3% | $14,480+271.5% |