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 | $1,225,763 | $106,247+1053.7% | $96,515+1170.0% | $139,466+778.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 39.19% | 38.47%+0.7pp | 35.73%+3.5pp | 373.66%-334.5pp |
| Employer contribution / active EE | $16,247 | $4,106+295.7% | $3,740+334.5% | $4,754+241.8% |
| Participant deferral / active EE | $23,970 | $5,456+339.4% | $4,880+391.2% | $6,712+257.1% |
| Admin fee / account holder | $20,888 | $7,885+164.9% | $6,735+210.1% | $11,409+83.1% |