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 | $1,634,106 | $183,592+790.1% | $155,574+950.4% | $145,877+1020.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.37%-47.0pp | 64.87%-50.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $46,000 | $5,317+765.2% | $4,676+883.8% | $4,663+886.5% |
| Participant deferral / active EE | $24,875 | $6,466+284.7% | $5,629+341.9% | $6,691+271.8% |
| Admin fee / account holder | $18,171 | $19,316-5.9% | $15,914+14.2% | $13,402+35.6% |