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 | $1,406,046 | $201,264+598.6% | $184,185+663.4% | $145,978+863.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.41% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $46,144 | $7,021+557.3% | $6,426+618.1% | $4,662+889.8% |
| Participant deferral / active EE | $28,625 | $9,806+191.9% | $9,132+213.5% | $6,690+327.9% |
| Admin fee / account holder | $3,655 | $16,376-77.7% | $13,909-73.7% | $13,400-72.7% |