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 | $1,951,942 | $175,259+1013.7% | $149,723+1203.7% | $139,487+1299.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.03% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $12,684 | $5,478+131.5% | $4,821+163.1% | $4,755+166.8% |
| Participant deferral / active EE | $14,911 | $6,522+128.6% | $5,682+162.4% | $6,713+122.1% |
| Admin fee / account holder | $2,154 | $16,158-86.7% | $13,215-83.7% | $11,407-81.1% |