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 | $932,194 | $81,358+1045.8% | $155,556+499.3% | $80,959+1051.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.76% | 33.39%-14.6pp | 64.84%-46.1pp | 35.67%-16.9pp |
| Employer contribution / active EE | $34,544 | $3,106+1012.1% | $4,675+638.8% | $2,757+1152.9% |
| Participant deferral / active EE | $18,535 | $3,455+436.4% | $5,631+229.2% | $4,300+331.0% |
| Admin fee / account holder | $79,384 | $7,994+893.1% | $15,885+399.7% | $6,925+1046.3% |