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 | $1,808,667 | $174,379+937.2% | $152,093+1089.2% | $138,895+1202.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.71% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $70,000 | $4,652+1404.8% | $4,175+1576.8% | $4,194+1569.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $854 | $16,880-94.9% | $14,497-94.1% | $12,562-93.2% |