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 | $1,101,980 | $209,422+426.2% | $178,503+517.3% | $158,982+593.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.99% | 188.81%-168.8pp | 151.12%-131.1pp | 302.99%-283.0pp |
| Employer contribution / active EE | $29,160 | $5,707+411.0% | $5,011+481.9% | $4,763+512.2% |
| Participant deferral / active EE | $20,212 | $5,955+239.4% | $5,202+288.5% | $5,983+237.8% |
| Admin fee / account holder | $317,841 | $17,079+1761.0% | $13,987+2172.4% | $11,252+2724.9% |