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 | $1,107,810 | $160,040+592.2% | $147,096+653.1% | $145,877+659.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,861 | $5,289-27.0% | $4,936-21.8% | $4,663-17.2% |
| Participant deferral / active EE | $20,693 | $8,429+145.5% | $8,071+156.4% | $6,691+209.3% |
| Admin fee / account holder | $9,100 | $15,050-39.5% | $13,005-30.0% | $13,402-32.1% |