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 | $1,017,913 | $137,414+640.8% | $189,537+437.1% | $85,847+1085.7% |
| Participation rate | 88.5% | 84.6%+3.8pp | 87.8%+0.7pp | 69.3%+19.1pp |
| Annual return | 15.99% | 38.14%-22.2pp | 555.34%-539.4pp | 318.61%-302.6pp |
| Employer contribution / active EE | $13,001 | $4,344+199.3% | $6,161+111.0% | $2,565+406.8% |
| Participant deferral / active EE | $14,691 | $6,260+134.7% | $8,220+78.7% | $3,952+271.7% |
| Admin fee / account holder | $86,232 | $8,630+899.3% | $12,048+615.7% | $6,261+1277.4% |