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 | $876,278 | $77,920+1024.6% | $149,723+485.3% | $75,177+1065.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.11% | 31.72%-14.6pp | 134.50%-117.4pp | 160.75%-143.6pp |
| Employer contribution / active EE | $33,166 | $3,138+956.8% | $4,821+587.9% | $2,671+1141.7% |
| Participant deferral / active EE | $19,490 | $3,411+471.3% | $5,682+243.0% | $4,126+372.3% |
| Admin fee / account holder | $35,196 | $5,951+491.5% | $13,215+166.3% | $5,651+522.8% |