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 | $1,053,042 | $134,817+681.1% | $123,973+749.4% | $155,188+578.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.29% | 515.49%-503.2pp | 388.13%-375.8pp | 148.84%-136.6pp |
| Employer contribution / active EE | $65,033 | $4,425+1369.6% | $4,126+1476.3% | $4,248+1431.0% |
| Participant deferral / active EE | $19,625 | $5,706+243.9% | $5,247+274.0% | $6,531+200.5% |
| Admin fee / account holder | $11,409 | $13,245-13.9% | $11,799-3.3% | $14,480-21.2% |