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 | $1,831,015 | $174,379+950.0% | $152,093+1103.9% | $138,895+1218.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.47% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $10,000 | $4,652+115.0% | $4,175+139.5% | $4,194+138.4% |
| Participant deferral / active EE | $22,500 | $6,159+265.3% | $5,451+312.7% | $6,396+251.8% |
| Admin fee / account holder | $8,522 | $16,880-49.5% | $14,497-41.2% | $12,562-32.2% |