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 | $1,541,094 | $78,690+1858.4% | $161,489+854.3% | $87,485+1661.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.79% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $58,604 | $2,588+2164.3% | $4,268+1273.0% | $2,596+2157.3% |
| Participant deferral / active EE | $3,660 | $3,311+10.5% | $5,630-35.0% | $4,274-14.4% |
| Admin fee / account holder | $30,494 | $6,724+353.5% | $16,006+90.5% | $7,775+292.2% |