Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,031,361 | $73,863+1296.3% | $143,797+617.2% | $68,490+1405.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 12.77% | 0.91%+11.9pp | -0.04%+12.8pp | -7.85%+20.6pp |
| Employer contribution / active EE | $42,594 | $3,185+1237.4% | $4,952+760.1% | $2,597+1540.3% |
| Participant deferral / active EE | $11,897 | $3,385+251.5% | $5,638+111.0% | $4,028+195.4% |
| Admin fee / account holder | $189,892 | $5,756+3199.0% | $14,679+1193.6% | $5,403+3414.6% |