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 | $1,047,869 | $215,361+386.6% | $171,082+512.5% | $273,972+282.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.54% | 25.14%-7.6pp | 32.56%-15.0pp | 41.46%-23.9pp |
| Employer contribution / active EE | $35,000 | $4,967+604.7% | $4,002+774.6% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $5,543+333.0% | $4,797+400.3% | $5,287+353.9% |
| Admin fee / account holder | $66,827 | $10,846+516.1% | $8,520+684.4% | $10,133+559.5% |