Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,034,873 | $162,529+1152.0% | $130,788+1455.9% | $154,746+1215.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.18% | 510.48%-496.3pp | 386.44%-372.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $21,833 | $4,447+390.9% | $3,558+513.6% | $4,379+398.6% |
| Participant deferral / active EE | $26,625 | $4,808+453.7% | $4,137+543.6% | $6,730+295.6% |
| Admin fee / account holder | $9,142 | $7,669+19.2% | $6,673+37.0% | $14,365-36.4% |