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 | $1,678,688 | $157,296+967.2% | $141,191+1088.9% | $152,897+997.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.05% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $10,633 | $5,262+102.1% | $4,736+124.5% | $4,764+123.2% |
| Participant deferral / active EE | $5,075 | $7,111-28.6% | $6,710-24.4% | $5,851-13.3% |
| Admin fee / account holder | $15,728 | $12,125+29.7% | $10,264+53.2% | $11,599+35.6% |