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 | $1,748,574 | $48,314+3519.2% | $67,561+2488.1% | $80,925+2060.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 23.80% | 18.28%+5.5pp | 3525.44%-3501.6pp | 35.65%-11.8pp |
| Employer contribution / active EE | $17,388 | $2,022+760.0% | $2,735+535.8% | $2,756+530.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,113 | $3,690+309.6% | $4,006+277.3% | $6,940+117.8% |