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 | $48,337+3517.5% | $67,560+2488.2% | $80,959+2059.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 23.80% | 18.26%+5.5pp | 3533.50%-3509.7pp | 35.67%-11.9pp |
| Employer contribution / active EE | $17,388 | $2,023+759.7% | $2,737+535.4% | $2,757+530.7% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,113 | $3,695+309.0% | $3,994+278.4% | $6,925+118.2% |