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 | $880,410 | $124,187+608.9% | $108,410+712.1% | $167,518+425.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.89% | 1379.80%-1367.9pp | 905.34%-893.4pp | 478.71%-466.8pp |
| Employer contribution / active EE | $4,698 | $4,187+12.2% | $3,558+32.0% | $4,838-2.9% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,562+197.1% | $6,342+207.5% |
| Admin fee / account holder | $247,125 | $9,456+2513.5% | $7,296+3287.4% | $12,312+1907.1% |