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 | $81,358+1214.4% | $155,556+587.5% | $80,959+1220.9% |
| Participation rate | 97.7% | 66.3%+31.4pp | 78.2%+19.4pp | 67.7%+30.0pp |
| Annual return | 21.77% | 33.39%-11.6pp | 64.84%-43.1pp | 35.67%-13.9pp |
| Employer contribution / active EE | $36,921 | $3,106+1088.6% | $4,675+689.7% | $2,757+1239.1% |
| Participant deferral / active EE | $19,096 | $3,455+452.6% | $5,631+239.1% | $4,300+344.1% |
| Admin fee / account holder | $179,498 | $7,994+2145.5% | $15,885+1030.0% | $6,925+2491.9% |