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 | $1,069,166 | $76,368+1300.0% | $67,681+1479.7% | $154,746+590.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.92% | 1066.77%-1051.9pp | 590.58%-575.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $16,180 | $3,151+413.4% | $2,678+504.1% | $4,379+269.5% |
| Participant deferral / active EE | $14,690 | $4,824+204.5% | $3,976+269.5% | $6,730+118.3% |
| Admin fee / account holder | $1,090 | $8,559-87.3% | $6,100-82.1% | $14,365-92.4% |