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 | $2,411,634 | $81,276+2867.2% | $155,574+1450.2% | $80,925+2880.1% |
| Participation rate | 97.9% | 66.2%+31.6pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 35.83% | 33.36%+2.5pp | 64.87%-29.0pp | 35.65%+0.2pp |
| Employer contribution / active EE | $35,353 | $3,103+1039.3% | $4,676+656.1% | $2,756+1182.6% |
| Participant deferral / active EE | $21,096 | $3,453+511.0% | $5,629+274.8% | $4,299+390.8% |
| Admin fee / account holder | $106,945 | $7,993+1237.9% | $15,914+572.0% | $6,940+1441.0% |