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 | $1,296,024 | $151,427+755.9% | $112,860+1048.3% | $154,746+737.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 18.74% | 30.95%-12.2pp | 35.26%-16.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $11,602 | $2,750+321.9% | $2,206+425.9% | $4,379+164.9% |
| Participant deferral / active EE | $6,550 | $4,285+52.9% | $3,493+87.5% | $6,730-2.7% |
| Admin fee / account holder | $52,718 | $7,369+615.4% | $6,841+670.6% | $14,365+267.0% |