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 | $1,358,067 | $81,358+1569.2% | $155,556+773.0% | $80,959+1577.5% |
| Participation rate | 95.6% | 66.3%+29.3pp | 78.2%+17.3pp | 67.7%+27.9pp |
| Annual return | 17.41% | 33.39%-16.0pp | 64.84%-47.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $42,395 | $3,106+1264.8% | $4,675+806.8% | $2,757+1437.6% |
| Participant deferral / active EE | $24,371 | $3,455+605.3% | $5,631+332.8% | $4,300+466.7% |
| Admin fee / account holder | $95,297 | $7,994+1092.2% | $15,885+499.9% | $6,925+1276.1% |