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 | $2,287,963 | $183,539+1146.6% | $155,556+1370.8% | $145,897+1468.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.46% | 61.31%-48.8pp | 64.84%-52.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $34,500 | $5,315+549.1% | $4,675+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $21,000 | $6,467+224.7% | $5,631+272.9% | $6,689+213.9% |
| Admin fee / account holder | $8,659 | $19,275-55.1% | $15,885-45.5% | $13,390-35.3% |