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 | $1,673,206 | $217,427+669.5% | $185,837+800.4% | $167,518+898.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.67% | 148.39%-137.7pp | 122.08%-111.4pp | 478.71%-468.0pp |
| Employer contribution / active EE | $43,336 | $5,874+637.7% | $5,168+738.5% | $4,838+795.7% |
| Participant deferral / active EE | $24,938 | $6,357+292.3% | $5,568+347.8% | $6,342+293.2% |
| Admin fee / account holder | $293,462 | $19,816+1380.9% | $16,241+1706.9% | $12,312+2283.5% |