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 | $1,046,572 | $115,225+808.3% | $100,712+939.2% | $138,895+653.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.10% | 40.35%-22.2pp | 33.27%-15.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5,066 | $2,771+82.8% | $2,313+119.0% | $4,194+20.8% |
| Participant deferral / active EE | $17,726 | $4,699+277.2% | $4,085+333.9% | $6,396+177.1% |
| Admin fee / account holder | $110,897 | $10,844+922.7% | $9,256+1098.1% | $12,562+782.8% |