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 | $6,738,617 | $154,228+4269.3% | $145,433+4533.5% | $137,256+4809.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,878 | $4,804+1.5% | $4,554+7.1% | $4,156+17.4% |
| Participant deferral / active EE | $15,177 | $8,216+84.7% | $7,897+92.2% | $6,407+136.9% |
| Admin fee / account holder | $63,103 | $14,344+339.9% | $13,129+380.6% | $12,270+414.3% |