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 | $1,120,845 | $95,415+1074.7% | $185,851+503.1% | $85,851+1205.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.52% | 23.59%-6.1pp | 122.11%-104.6pp | 318.63%-301.1pp |
| Employer contribution / active EE | $34,135 | $3,314+930.0% | $5,168+560.5% | $2,565+1230.6% |
| Participant deferral / active EE | $19,410 | $3,424+466.9% | $5,569+248.6% | $3,952+391.1% |
| Admin fee / account holder | $38,797 | $7,215+437.8% | $16,245+138.8% | $6,261+519.7% |