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 | $2,652,197 | $183,539+1345.0% | $155,556+1605.0% | $145,897+1717.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.90% | 61.31%-40.4pp | 64.84%-43.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $2,438 | $5,315-54.1% | $4,675-47.9% | $4,663-47.7% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $520,801 | $19,275+2602.0% | $15,885+3178.6% | $13,390+3789.4% |