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 | $1,751,218 | $196,972+789.1% | $182,262+860.8% | $198,609+781.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.75% | 158.27%-149.5pp | 140.60%-131.8pp | 202.70%-194.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,688 | $8,643+35.2% | $8,276+41.2% | $6,977+67.5% |
| Admin fee / account holder | $68,426 | $18,429+271.3% | $16,712+309.4% | $19,030+259.6% |