Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $927,796 | $70,366+1218.5% | $66,674+1291.5% | $138,895+568.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.12% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $28,340 | $2,765+924.9% | $2,620+981.7% | $4,194+575.7% |
| Participant deferral / active EE | $20,667 | $4,374+372.5% | $4,084+406.0% | $6,396+223.1% |
| Admin fee / account holder | $11,460 | $5,262+117.8% | $5,098+124.8% | $12,562-8.8% |