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 | $1,089,960 | $175,231+522.0% | $149,696+628.1% | $139,466+681.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.10% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $19,640 | $5,478+258.5% | $4,821+307.4% | $4,754+313.1% |
| Participant deferral / active EE | $34,086 | $6,521+422.7% | $5,682+499.9% | $6,712+407.8% |
| Admin fee / account holder | $430 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |