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 | $1,684,244 | $183,539+817.6% | $155,556+982.7% | $145,897+1054.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $46,553 | $5,315+775.8% | $4,675+895.7% | $4,663+898.4% |
| Participant deferral / active EE | $26,072 | $6,467+303.2% | $5,631+363.0% | $6,689+289.8% |
| Admin fee / account holder | $169,464 | $19,275+779.2% | $15,885+966.8% | $13,390+1165.6% |