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 | $2,440,154 | $167,533+1356.5% | $151,645+1509.1% | $134,545+1713.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.96% | 7.81%-15.8pp | 3.34%-11.3pp | 418.37%-426.3pp |
| Employer contribution / active EE | $47,657 | $6,828+597.9% | $6,165+673.0% | $4,742+905.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $94,795 | $13,781+587.9% | $11,614+716.2% | $11,431+729.3% |