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 | $1,505,020 | $183,592+719.8% | $155,574+867.4% | $145,877+931.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $32,740 | $5,317+515.8% | $4,676+600.2% | $4,663+602.1% |
| Participant deferral / active EE | $19,075 | $6,466+195.0% | $5,629+238.9% | $6,691+185.1% |
| Admin fee / account holder | $17,513 | $19,316-9.3% | $15,914+10.0% | $13,402+30.7% |