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 | $1,382,905 | $106,749+1195.5% | $145,433+850.9% | $82,448+1577.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.48% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $56,230 | $3,444+1532.5% | $4,554+1134.6% | $2,551+2104.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $77,265 | $8,390+820.9% | $13,129+488.5% | $7,234+968.0% |