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 | $2,981,985 | $167,522+1680.1% | $151,639+1866.5% | $134,532+2116.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.64% | 7.81%-3.2pp | 3.34%+1.3pp | 418.27%-413.6pp |
| Employer contribution / active EE | $6,700 | $6,828-1.9% | $6,165+8.7% | $4,741+41.3% |
| Participant deferral / active EE | $10,156 | $8,986+13.0% | $8,363+21.4% | $6,401+58.7% |
| Admin fee / account holder | $401,399 | $13,780+2813.0% | $11,613+3356.4% | $11,429+3412.2% |