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 | $910,265 | $77,920+1068.2% | $149,723+508.0% | $75,177+1110.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.61% | 31.72%-15.1pp | 134.50%-117.9pp | 160.75%-144.1pp |
| Employer contribution / active EE | $41,490 | $3,138+1222.1% | $4,821+760.6% | $2,671+1453.3% |
| Participant deferral / active EE | $26,814 | $3,411+686.0% | $5,682+371.9% | $4,126+549.8% |
| Admin fee / account holder | $2,006 | $5,951-66.3% | $13,215-84.8% | $5,651-64.5% |