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 | $2,484,953 | $183,627+1253.3% | $155,602+1497.0% | $145,978+1602.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.77% | 61.32%-44.5pp | 64.81%-48.0pp | 550.52%-533.7pp |
| Employer contribution / active EE | $34,500 | $5,316+549.0% | $4,675+637.9% | $4,662+640.1% |
| Participant deferral / active EE | $25,682 | $6,466+297.2% | $5,629+356.3% | $6,690+283.9% |
| Admin fee / account holder | $182,632 | $19,327+844.9% | $15,923+1046.9% | $13,400+1262.9% |