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 | $1,823,669 | $125,797+1349.7% | $170,043+972.5% | $75,173+2326.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.55% | 27.20%-5.6pp | 53.40%-31.9pp | 160.72%-139.2pp |
| Employer contribution / active EE | $55,019 | $4,616+1091.9% | $6,790+710.3% | $2,671+1959.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $87,403 | $8,177+968.9% | $12,824+581.5% | $5,651+1446.8% |