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 | $1,202,014 | $198,457+505.7% | $170,435+605.3% | $147,586+714.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.26% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $35,060 | $6,183+467.0% | $5,432+545.4% | $4,876+619.0% |
| Participant deferral / active EE | $22,115 | $5,629+292.9% | $4,939+347.7% | $5,439+306.6% |
| Admin fee / account holder | $2,446 | $16,852-85.5% | $13,881-82.4% | $10,886-77.5% |