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 | $1,091,486 | $254,759+328.4% | $216,567+404.0% | $198,609+449.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.65% | 10.04%+4.6pp | 12.94%+1.7pp | 202.70%-188.0pp |
| Employer contribution / active EE | $31,182 | $6,096+411.5% | $5,216+497.8% | $5,055+516.8% |
| Participant deferral / active EE | $15,047 | $6,948+116.6% | $6,191+143.1% | $6,977+115.7% |
| Admin fee / account holder | $40,739 | $26,311+54.8% | $21,981+85.3% | $19,030+114.1% |