Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,195,907 | $180,749+561.6% | $160,784+643.8% | $137,256+771.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.84% | 2234.46%-2213.6pp | 1803.92%-1783.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,778 | $4,155+87.2% | $3,733+108.4% | $4,156+87.1% |
| Participant deferral / active EE | $11,150 | $6,844+62.9% | $6,293+77.2% | $6,407+74.0% |
| Admin fee / account holder | $2,032 | $10,397-80.5% | $9,717-79.1% | $12,270-83.4% |