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 | $1,459,387 | $202,463+620.8% | $169,397+761.5% | $139,487+946.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.97% | 532.64%-511.7pp | 406.23%-385.3pp | 373.84%-352.9pp |
| Employer contribution / active EE | $26,258 | $4,694+459.4% | $4,013+554.3% | $4,755+452.2% |
| Participant deferral / active EE | $25,500 | $6,941+267.4% | $6,223+309.8% | $6,713+279.9% |
| Admin fee / account holder | $7,518 | $10,726-29.9% | $9,017-16.6% | $11,407-34.1% |