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 | $1,389,425 | $183,968+655.3% | $162,166+756.8% | $152,870+808.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.02% | 150.77%-124.7pp | 115.59%-89.6pp | 345.34%-319.3pp |
| Employer contribution / active EE | $35,243 | $6,371+453.2% | $5,614+527.8% | $4,763+640.0% |
| Participant deferral / active EE | $3,203 | $8,034-60.1% | $7,298-56.1% | $5,850-45.3% |
| Admin fee / account holder | $20,821 | $13,121+58.7% | $10,842+92.0% | $11,597+79.5% |