Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,181,350 | $211,946+457.4% | $169,452+597.2% | $135,380+772.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $15,048 | $5,117+194.1% | $4,157+262.0% | $4,779+214.9% |
| Participant deferral / active EE | $16,333 | $6,075+168.8% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $63,179 | $11,472+450.7% | $9,110+593.5% | $10,828+483.5% |