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 | $1,452,464 | $75,541+1822.8% | $152,093+855.0% | $82,637+1657.6% |
| Participation rate | 93.8% | 66.5%+27.2pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 16.24% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $41,825 | $2,622+1495.0% | $4,175+901.9% | $2,552+1538.8% |
| Participant deferral / active EE | $25,794 | $3,206+704.7% | $5,451+373.2% | $4,126+525.1% |
| Admin fee / account holder | $168,725 | $6,405+2534.4% | $14,497+1063.9% | $7,339+2199.1% |