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 | $1,907,536 | $165,381+1053.4% | $149,730+1174.0% | $158,966+1100.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.64% | 348.29%-307.7pp | 276.70%-236.1pp | 302.95%-262.3pp |
| Employer contribution / active EE | $9,316 | $5,104+82.5% | $4,645+100.5% | $4,762+95.6% |
| Participant deferral / active EE | $8,513 | $7,182+18.5% | $6,843+24.4% | $5,983+42.3% |
| Admin fee / account holder | $127,707 | $10,809+1081.4% | $9,310+1271.7% | $11,250+1035.2% |