Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,642,195 | $105,160+1461.6% | $94,679+1634.5% | $139,456+1077.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.67% | 38.04%-21.4pp | 156.75%-140.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $20,000 | $4,107+387.0% | $3,673+444.6% | $4,753+320.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $75,016 | $8,988+734.6% | $7,233+937.2% | $11,407+557.6% |