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 | $2,204,809 | $154,228+1329.6% | $145,433+1416.0% | $137,256+1506.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.18% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,311 | $4,804-31.1% | $4,554-27.3% | $4,156-20.3% |
| Participant deferral / active EE | $17,390 | $8,216+111.6% | $7,897+120.2% | $6,407+171.4% |
| Admin fee / account holder | $8,000 | $14,344-44.2% | $13,129-39.1% | $12,270-34.8% |