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 | $1,831,340 | $183,592+897.5% | $155,574+1077.2% | $145,877+1155.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $17,932 | $5,317+237.3% | $4,676+283.5% | $4,663+284.6% |
| Participant deferral / active EE | $23,764 | $6,466+267.5% | $5,629+322.1% | $6,691+255.2% |
| Admin fee / account holder | $122,033 | $19,316+531.8% | $15,914+666.8% | $13,402+810.5% |