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 | $1,041,916 | $112,933+822.6% | $90,970+1045.3% | $158,982+555.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.01% | 215.82%-192.8pp | 134.60%-111.6pp | 302.99%-280.0pp |
| Employer contribution / active EE | $20,450 | $2,893+606.8% | $2,122+863.8% | $4,763+329.4% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,811 | $8,047-15.4% | $5,961+14.3% | $11,252-39.5% |