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 | $4,701,130 | $208,088+2159.2% | $186,193+2424.9% | $154,746+2938.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.22% | 89.97%-73.8pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $27,346 | $4,340+530.1% | $3,918+597.9% | $4,379+524.5% |
| Participant deferral / active EE | $28,500 | $7,078+302.7% | $6,513+337.6% | $6,730+323.5% |
| Admin fee / account holder | $75,150 | $11,698+542.4% | $11,058+579.6% | $14,365+423.1% |