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 | $173,526+828.4% | $136,072+1084.0% | $145,884+1004.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.16% | 1167.12%-1147.0pp | 580.46%-560.3pp | 551.85%-531.7pp |
| Employer contribution / active EE | $10,000 | $5,285+89.2% | $4,216+137.2% | $4,662+114.5% |
| Participant deferral / active EE | $24,000 | $8,711+175.5% | $7,028+241.5% | $6,690+258.8% |
| Admin fee / account holder | $7,943 | $9,665-17.8% | $6,718+18.2% | $13,392-40.7% |