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 | $1,069,391 | $81,276+1215.8% | $155,574+587.4% | $80,925+1221.5% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.7%+30.0pp |
| Annual return | 21.77% | 33.36%-11.6pp | 64.87%-43.1pp | 35.65%-13.9pp |
| Employer contribution / active EE | $36,921 | $3,103+1089.8% | $4,676+689.6% | $2,756+1239.5% |
| Participant deferral / active EE | $19,096 | $3,453+453.0% | $5,629+239.2% | $4,299+344.2% |
| Admin fee / account holder | $179,498 | $7,993+2145.6% | $15,914+1027.9% | $6,940+2486.4% |