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 | $1,641,741 | $117,444+1297.9% | $99,479+1550.3% | $152,909+973.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 20.79% | 31.87%-11.1pp | 30.72%-9.9pp | 345.46%-324.7pp |
| Employer contribution / active EE | $3,704 | $3,014+22.9% | $2,540+45.8% | $4,764-22.3% |
| Participant deferral / active EE | $22,600 | $4,086+453.0% | $3,619+524.5% | $5,851+286.2% |
| Admin fee / account holder | $19,626 | $7,635+157.0% | $6,253+213.9% | $11,601+69.2% |