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 | $1,568,633 | $202,342+675.2% | $172,753+808.0% | $152,909+925.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.07% | 1029.88%-1009.8pp | 803.00%-782.9pp | 345.46%-325.4pp |
| Employer contribution / active EE | $15,787 | $5,857+169.5% | $5,144+206.9% | $4,764+231.4% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $49,852 | $17,112+191.3% | $13,956+257.2% | $11,601+329.7% |