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 | $767,487 | $202,342+279.3% | $172,752+344.3% | $152,897+402.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.73% | 1029.83%-1001.1pp | 802.97%-774.2pp | 345.43%-316.7pp |
| Employer contribution / active EE | $6,667 | $5,858+13.8% | $5,144+29.6% | $4,764+40.0% |
| Participant deferral / active EE | $6,352 | $5,948+6.8% | $5,198+22.2% | $5,851+8.6% |
| Admin fee / account holder | $29,766 | $17,111+74.0% | $13,955+113.3% | $11,599+156.6% |