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 | $1,814,032 | $201,344+801.0% | $184,243+884.6% | $145,877+1143.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.28% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $21,061 | $7,022+199.9% | $6,427+227.7% | $4,663+351.7% |
| Participant deferral / active EE | $16,715 | $9,807+70.4% | $9,132+83.0% | $6,691+149.8% |
| Admin fee / account holder | $3,183 | $16,382-80.6% | $13,914-77.1% | $13,402-76.2% |