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 | $1,255,145 | $176,071+612.9% | $159,450+687.2% | $167,497+649.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.51% | 331.79%-319.3pp | 263.60%-251.1pp | 478.62%-466.1pp |
| Employer contribution / active EE | $3,932 | $5,298-25.8% | $4,830-18.6% | $4,838-18.7% |
| Participant deferral / active EE | $11,333 | $7,750+46.2% | $7,352+54.1% | $6,341+78.7% |
| Admin fee / account holder | $22,178 | $12,555+76.6% | $10,800+105.4% | $12,310+80.2% |