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 | $2,401,846 | $175,231+1270.7% | $149,696+1504.5% | $139,466+1622.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.72% | 166.77%-149.1pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $34,800 | $5,478+535.3% | $4,821+621.9% | $4,754+632.0% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,712+235.2% |
| Admin fee / account holder | $405,896 | $16,155+2412.5% | $13,212+2972.2% | $11,409+3457.8% |