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 | $1,147,509 | $183,592+525.0% | $155,574+637.6% | $145,877+686.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 111.54% | 61.37%+50.2pp | 64.87%+46.7pp | 551.28%-439.7pp |
| Employer contribution / active EE | $5,152 | $5,317-3.1% | $4,676+10.2% | $4,663+10.5% |
| Participant deferral / active EE | $11,250 | $6,466+74.0% | $5,629+99.8% | $6,691+68.1% |
| Admin fee / account holder | $29,412 | $19,316+52.3% | $15,914+84.8% | $13,402+119.5% |