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 | $1,060,833 | $82,288+1189.2% | $68,794+1442.1% | $134,509+688.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.67% | -2.19%-12.5pp | -6.37%-8.3pp | 418.13%-432.8pp |
| Employer contribution / active EE | $46,336 | $3,301+1303.8% | $2,656+1644.9% | $4,741+877.4% |
| Participant deferral / active EE | $21,164 | $4,738+346.6% | $3,941+437.0% | $6,400+230.7% |
| Admin fee / account holder | $7,682 | $6,482+18.5% | $4,934+55.7% | $11,427-32.8% |