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 | $940,619 | $202,342+364.9% | $172,753+444.5% | $152,909+515.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.98% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $15,490 | $5,857+164.5% | $5,144+201.1% | $4,764+225.2% |
| Participant deferral / active EE | $9,022 | $5,948+51.7% | $5,198+73.6% | $5,851+54.2% |
| Admin fee / account holder | $2,193 | $17,112-87.2% | $13,956-84.3% | $11,601-81.1% |