Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,144,288 | $175,257+552.9% | $149,717+664.3% | $139,456+720.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.69% | 166.70%-148.0pp | 134.41%-115.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $14,851 | $5,477+171.2% | $4,820+208.1% | $4,753+212.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $51,972 | $16,156+221.7% | $13,213+293.3% | $11,407+355.6% |