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 | $1,752,509 | $172,111+918.2% | $150,298+1066.0% | $137,256+1176.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.21% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $50,407 | $4,636+987.2% | $4,154+1113.4% | $4,156+1112.9% |
| Participant deferral / active EE | $25,404 | $6,166+312.0% | $5,453+365.9% | $6,407+296.5% |
| Admin fee / account holder | $10,085 | $16,471-38.8% | $14,116-28.6% | $12,270-17.8% |