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 | $1,679,554 | $160,040+949.5% | $147,096+1041.8% | $145,877+1051.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,684 | $5,289-49.3% | $4,936-45.6% | $4,663-42.5% |
| Participant deferral / active EE | $56,250 | $8,429+567.4% | $8,071+596.9% | $6,691+740.7% |
| Admin fee / account holder | $16,208 | $15,050+7.7% | $13,005+24.6% | $13,402+20.9% |