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 | $1,837,992 | $507,760+262.0% | $505,189+263.8% | $534,210+244.1% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 12.42% | 13.03%-0.6pp | 13.03%-0.6pp | 10.40%+2.0pp |
| Employer contribution / active EE | $31,026 | $15,890+95.3% | $16,213+91.4% | $19,440+59.6% |
| Participant deferral / active EE | $0 | $13,485-100.0% | $13,093-100.0% | $11,136-100.0% |
| Admin fee / account holder | $83,000 | $6,250+1228.0% | $6,372+1202.5% | $14,821+460.0% |