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 | $1,899,525 | $87,132+2080.1% | $105,624+1698.4% | $80,959+2246.3% |
| Participation rate | 97.1% | 70.4%+26.6pp | 75.3%+21.8pp | 67.7%+29.4pp |
| Annual return | 18.06% | 17.03%+1.0pp | 116.20%-98.1pp | 35.67%-17.6pp |
| Employer contribution / active EE | $23,350 | $2,397+874.2% | $3,168+637.1% | $2,757+746.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $70,339 | $8,449+732.5% | $10,961+541.7% | $6,925+915.7% |