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 | $1,611,041 | $173,397+829.1% | $135,987+1084.7% | $145,877+1004.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.16% | 1166.18%-1146.0pp | 580.01%-559.8pp | 551.28%-531.1pp |
| Employer contribution / active EE | $10,000 | $5,281+89.4% | $4,214+137.3% | $4,663+114.5% |
| Participant deferral / active EE | $24,000 | $8,710+175.5% | $7,027+241.5% | $6,691+258.7% |
| Admin fee / account holder | $7,943 | $9,663-17.8% | $6,716+18.3% | $13,402-40.7% |