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 | $1,270,034 | $185,312+585.3% | $161,489+686.5% | $154,746+720.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.99% | 103.84%-82.9pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $16,827 | $4,769+252.8% | $4,268+294.2% | $4,379+284.3% |
| Participant deferral / active EE | $7,991 | $6,350+25.8% | $5,630+41.9% | $6,730+18.7% |
| Admin fee / account holder | $19,117 | $18,654+2.5% | $16,006+19.4% | $14,365+33.1% |