Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,051,001 | $81,233+1193.8% | $155,567+575.6% | $80,874+1199.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 17.61% | 33.33%-15.7pp | 64.74%-47.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $28,359 | $3,101+814.6% | $4,674+506.7% | $2,756+929.1% |
| Participant deferral / active EE | $20,174 | $3,452+484.4% | $5,628+258.5% | $4,297+369.5% |
| Admin fee / account holder | $2,434 | $7,998-69.6% | $15,916-84.7% | $6,935-64.9% |