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 | $733,897 | $202,342+262.7% | $172,752+324.8% | $152,897+380.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.46% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $14,657 | $5,858+150.2% | $5,144+184.9% | $4,764+207.7% |
| Participant deferral / active EE | $19,281 | $5,948+224.1% | $5,198+271.0% | $5,851+229.5% |
| Admin fee / account holder | $946 | $17,111-94.5% | $13,955-93.2% | $11,599-91.8% |