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 | $1,733,115 | $175,257+888.9% | $149,717+1057.6% | $139,456+1142.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.16% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $24,281 | $5,477+343.3% | $4,820+403.8% | $4,753+410.9% |
| Participant deferral / active EE | $17,500 | $6,521+168.4% | $5,682+208.0% | $6,711+160.8% |
| Admin fee / account holder | $11,051 | $16,156-31.6% | $13,213-16.4% | $11,407-3.1% |