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 | $1,212,135 | $140,578+762.3% | $100,671+1104.1% | $125,389+866.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.18% | 24.67%-27.9pp | 20.43%-23.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $19,818 | $5,965+232.2% | $4,012+393.9% | $4,866+307.3% |
| Participant deferral / active EE | $8,000 | $3,981+100.9% | $3,144+154.5% | $5,352+49.5% |
| Admin fee / account holder | $42,914 | $6,716+539.0% | $4,850+784.9% | $9,541+349.8% |