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 | $1,671,814 | $183,627+810.4% | $155,602+974.4% | $145,978+1045.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.27% | 61.32%-38.0pp | 64.81%-41.5pp | 550.52%-527.2pp |
| Employer contribution / active EE | $41,158 | $5,316+674.2% | $4,675+780.3% | $4,662+782.9% |
| Participant deferral / active EE | $22,151 | $6,466+242.6% | $5,629+293.5% | $6,690+231.1% |
| Admin fee / account holder | $42,025 | $19,327+117.4% | $15,923+163.9% | $13,400+213.6% |