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 | $1,439,889 | $209,336+587.8% | $197,124+630.4% | $137,256+949.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.89% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $24,832 | $6,591+276.8% | $6,227+298.8% | $4,156+497.5% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $324 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |