Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,342,320 | $183,516+631.4% | $155,534+763.0% | $145,884+820.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6999.76% | 61.43%+6938.3pp | 64.92%+6934.8pp | 551.85%+6447.9pp |
| Employer contribution / active EE | $6,216 | $5,315+17.0% | $4,675+33.0% | $4,662+33.3% |
| Participant deferral / active EE | $12,531 | $6,467+93.8% | $5,630+122.6% | $6,690+87.3% |
| Admin fee / account holder | $1,180 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |