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 | $3,071,265 | $201,370+1425.2% | $184,256+1566.8% | $145,897+2005.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.52% | 29.05%+1.5pp | 28.85%+1.7pp | 552.29%-521.8pp |
| Employer contribution / active EE | $31,159 | $7,024+343.6% | $6,427+384.8% | $4,663+568.3% |
| Participant deferral / active EE | $17,384 | $9,808+77.2% | $9,133+90.3% | $6,689+159.9% |
| Admin fee / account holder | $31,827 | $16,364+94.5% | $13,899+129.0% | $13,390+137.7% |