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 | $1,818,794 | $183,592+890.7% | $155,574+1069.1% | $145,877+1146.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.68% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $18,810 | $5,317+253.8% | $4,676+302.3% | $4,663+303.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,771 | $19,316-39.1% | $15,914-26.0% | $13,402-12.2% |