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 | $1,291,235 | $209,428+516.6% | $178,498+623.4% | $158,950+712.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.28% | 188.78%-166.5pp | 151.09%-128.8pp | 302.91%-280.6pp |
| Employer contribution / active EE | $36,373 | $5,707+537.3% | $5,011+625.9% | $4,762+663.8% |
| Participant deferral / active EE | $16,606 | $5,955+178.9% | $5,202+219.2% | $5,983+177.6% |
| Admin fee / account holder | $1,916 | $17,077-88.8% | $13,985-86.3% | $11,248-83.0% |