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 | $2,774,103 | $183,539+1411.5% | $155,556+1683.3% | $145,897+1801.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.16% | 61.31%-37.1pp | 64.84%-40.7pp | 552.29%-528.1pp |
| Employer contribution / active EE | $1,040 | $5,315-80.4% | $4,675-77.8% | $4,663-77.7% |
| Participant deferral / active EE | $8,960 | $6,467+38.6% | $5,631+59.1% | $6,689+33.9% |
| Admin fee / account holder | $3,611 | $19,275-81.3% | $15,885-77.3% | $13,390-73.0% |