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 | $2,357,659 | $185,312+1172.3% | $161,489+1360.0% | $154,746+1423.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.20% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $46,000 | $4,769+864.5% | $4,268+977.7% | $4,379+950.5% |
| Participant deferral / active EE | $31,000 | $6,350+388.2% | $5,630+450.6% | $6,730+360.6% |
| Admin fee / account holder | $7,464 | $18,654-60.0% | $16,006-53.4% | $14,365-48.0% |