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 | $1,077,173 | $72,071+1394.6% | $68,368+1475.6% | $137,256+684.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.12% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $15,973 | $2,788+472.9% | $2,649+503.0% | $4,156+284.3% |
| Participant deferral / active EE | $13,243 | $4,410+200.3% | $4,123+221.2% | $6,407+106.7% |
| Admin fee / account holder | $63,593 | $5,336+1091.9% | $5,150+1134.9% | $12,270+418.3% |