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 | $1,077,845 | $183,516+487.3% | $155,534+593.0% | $145,884+638.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $20,145 | $5,315+279.1% | $4,675+330.9% | $4,662+332.1% |
| Participant deferral / active EE | $17,610 | $6,467+172.3% | $5,630+212.8% | $6,690+163.2% |
| Admin fee / account holder | $67,243 | $19,293+248.5% | $15,900+322.9% | $13,392+402.1% |