Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,784,372 | $180,749+887.2% | $160,784+1009.8% | $137,256+1200.0% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 17.33% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $12,000 | $4,155+188.8% | $3,733+221.5% | $4,156+188.7% |
| Participant deferral / active EE | $12,400 | $6,844+81.2% | $6,293+97.0% | $6,407+93.5% |
| Admin fee / account holder | $16,188 | $10,397+55.7% | $9,717+66.6% | $12,270+31.9% |