Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,173,036 | $202,345+479.7% | $172,755+579.0% | $152,885+667.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.20% | 1029.77%-1007.6pp | 802.94%-780.7pp | 345.39%-323.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $61,363 | $5,948+931.6% | $5,198+1080.6% | $5,851+948.8% |
| Admin fee / account holder | $117,861 | $17,111+588.8% | $13,955+744.6% | $11,598+916.2% |