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 | $920,998 | $81,358+1032.0% | $155,556+492.1% | $80,959+1037.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.07% | 33.39%-15.3pp | 64.84%-46.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $30,198 | $3,106+872.1% | $4,675+545.9% | $2,757+995.3% |
| Participant deferral / active EE | $21,475 | $3,455+521.5% | $5,631+281.4% | $4,300+399.4% |
| Admin fee / account holder | $57,057 | $7,994+613.8% | $15,885+259.2% | $6,925+723.9% |