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 | $2,368,817 | $183,592+1190.3% | $155,567+1422.7% | $145,959+1522.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.45% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $20,000 | $5,315+276.3% | $4,674+327.9% | $4,661+329.1% |
| Participant deferral / active EE | $16,399 | $6,464+153.7% | $5,628+191.4% | $6,689+145.2% |
| Admin fee / account holder | $36,069 | $19,318+86.7% | $15,916+126.6% | $13,398+169.2% |