Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,060,653 | $154,228+587.7% | $145,433+629.3% | $137,256+672.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.95% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $50,400 | $4,804+949.1% | $4,554+1006.6% | $4,156+1112.7% |
| Participant deferral / active EE | $38,650 | $8,216+370.4% | $7,897+389.4% | $6,407+503.3% |
| Admin fee / account holder | $5,644 | $14,344-60.7% | $13,129-57.0% | $12,270-54.0% |