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 | $1,035,433 | $85,171+1115.7% | $172,753+499.4% | $72,976+1318.9% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 17.26% | 27.32%-10.1pp | 803.00%-785.7pp | 81.02%-63.8pp |
| Employer contribution / active EE | $33,703 | $3,324+913.9% | $5,144+555.2% | $2,440+1281.3% |
| Participant deferral / active EE | $21,618 | $3,260+563.1% | $5,198+315.9% | $3,608+499.2% |
| Admin fee / account holder | $285,131 | $5,880+4748.9% | $13,956+1943.1% | $5,124+5464.5% |