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 | $1,182,258 | $209,422+464.5% | $178,503+562.3% | $158,982+643.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.71% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $34,185 | $5,707+499.0% | $5,011+582.2% | $4,763+617.7% |
| Participant deferral / active EE | $18,894 | $5,955+217.3% | $5,202+263.2% | $5,983+215.8% |
| Admin fee / account holder | $164,548 | $17,079+863.5% | $13,987+1076.4% | $11,252+1362.4% |