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 | $4,469,107 | $209,336+2034.9% | $197,124+2167.2% | $137,256+3156.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.14% | 48.09%-26.0pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $13,650 | $6,591+107.1% | $6,227+119.2% | $4,156+228.4% |
| Participant deferral / active EE | $27,250 | $9,614+183.4% | $9,135+198.3% | $6,407+325.3% |
| Admin fee / account holder | $314 | $17,308-98.2% | $16,298-98.1% | $12,270-97.4% |