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 | $1,127,653 | $228,317+393.9% | $185,808+506.9% | $158,931+609.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.62% | 40.81%-27.2pp | 35.95%-22.3pp | 302.86%-289.2pp |
| Employer contribution / active EE | $23,230 | $4,964+367.9% | $4,086+468.6% | $4,761+387.9% |
| Participant deferral / active EE | $20,590 | $6,415+221.0% | $5,632+265.6% | $5,982+244.2% |
| Admin fee / account holder | $20,298 | $11,865+71.1% | $9,501+113.7% | $11,247+80.5% |