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 | $3,029,283 | $212,386+1326.3% | $199,883+1415.5% | $138,895+2081.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.63% | 47.75%-31.1pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $23,417 | $6,625+253.5% | $6,261+274.0% | $4,194+458.3% |
| Participant deferral / active EE | $27,250 | $9,617+183.3% | $9,138+198.2% | $6,396+326.0% |
| Admin fee / account holder | $94,620 | $18,233+418.9% | $17,268+448.0% | $12,562+653.2% |