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 | $1,825,921 | $157,829+1056.9% | $136,867+1234.1% | $198,609+819.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.82% | 51.25%-36.4pp | 42.97%-28.2pp | 202.70%-187.9pp |
| Employer contribution / active EE | $27,000 | $3,923+588.3% | $3,547+661.2% | $5,055+434.1% |
| Participant deferral / active EE | $24,978 | $5,463+357.2% | $4,924+407.3% | $6,977+258.0% |
| Admin fee / account holder | $334,383 | $11,107+2910.5% | $10,340+3133.8% | $19,030+1657.1% |