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 | $1,797,617 | $160,040+1023.2% | $147,096+1122.1% | $145,877+1132.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,168 | $5,289+16.6% | $4,936+25.0% | $4,663+32.3% |
| Participant deferral / active EE | $13,383 | $8,429+58.8% | $8,071+65.8% | $6,691+100.0% |
| Admin fee / account holder | $8,000 | $15,050-46.8% | $13,005-38.5% | $13,402-40.3% |