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 | $1,101,610 | $102,245+977.4% | $89,340+1133.0% | $137,256+702.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.66% | 21.89%-5.2pp | 20.57%-3.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,000 | $2,529+97.7% | $2,231+124.1% | $4,156+20.3% |
| Participant deferral / active EE | $13,408 | $4,436+202.2% | $3,823+250.7% | $6,407+109.3% |
| Admin fee / account holder | $7,364 | $8,085-8.9% | $6,704+9.9% | $12,270-40.0% |