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 | $2,183,264 | $197,625+1004.7% | $177,840+1127.7% | $158,966+1273.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.66% | 58.76%-49.1pp | 48.32%-38.7pp | 302.95%-293.3pp |
| Employer contribution / active EE | $4,590 | $6,698-31.5% | $5,919-22.4% | $4,762-3.6% |
| Participant deferral / active EE | $14,300 | $8,405+70.1% | $7,714+85.4% | $5,983+139.0% |
| Admin fee / account holder | $9,329 | $15,405-39.4% | $12,431-25.0% | $11,250-17.1% |