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 | $1,371,387 | $202,342+577.8% | $172,752+693.8% | $152,897+796.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 26.13% | 1029.83%-1003.7pp | 802.97%-776.8pp | 345.43%-319.3pp |
| Employer contribution / active EE | $28,779 | $5,858+391.3% | $5,144+459.4% | $4,764+504.1% |
| Participant deferral / active EE | $14,917 | $5,948+150.8% | $5,198+187.0% | $5,851+154.9% |
| Admin fee / account holder | $20,738 | $17,111+21.2% | $13,955+48.6% | $11,599+78.8% |