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 | $1,064,283 | $106,280+901.4% | $96,538+1002.5% | $139,487+663.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.05% | 38.48%-24.4pp | 35.74%-21.7pp | 373.84%-359.8pp |
| Employer contribution / active EE | $30,120 | $4,107+633.4% | $3,740+705.3% | $4,755+533.5% |
| Participant deferral / active EE | $3,531 | $5,457-35.3% | $4,880-27.7% | $6,713-47.4% |
| Admin fee / account holder | $23,627 | $7,888+199.5% | $6,737+250.7% | $11,407+107.1% |