Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,824,375 | $110,212+1555.3% | $96,534+1789.9% | $139,466+1208.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.97% | 26.42%-10.4pp | 25.88%-9.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $18,771 | $3,620+418.5% | $2,965+533.0% | $4,754+294.9% |
| Participant deferral / active EE | $26,780 | $5,547+382.7% | $4,851+452.1% | $6,712+299.0% |
| Admin fee / account holder | $15,552 | $11,599+34.1% | $8,253+88.4% | $11,409+36.3% |