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 | $1,828,208 | $177,156+932.0% | $147,027+1143.5% | $154,746+1081.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.78% | 21.94%-3.2pp | 20.23%-1.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $16,000 | $4,336+269.0% | $3,626+341.3% | $4,379+265.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $76,104 | $14,904+410.6% | $12,223+522.7% | $14,365+429.8% |