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 | $2,553,305 | $201,259+1168.7% | $184,200+1286.2% | $145,959+1649.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.47% | 28.98%+5.5pp | 28.80%+5.7pp | 561.95%-527.5pp |
| Employer contribution / active EE | $7,570 | $7,018+7.9% | $6,424+17.8% | $4,661+62.4% |
| Participant deferral / active EE | $30,000 | $9,806+205.9% | $9,132+228.5% | $6,689+348.5% |
| Admin fee / account holder | $72,337 | $16,372+341.8% | $13,907+420.1% | $13,398+439.9% |